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October 17, 2010

Variable Annuities

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Overview: Following is an overview of variable annuities (VAs), including other options to consider prior to purchasing one and what to do with a VA you already own. Introduction In many cases, VAs do not provide adequate compensation for the...

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Equity Indexed Annuities

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Overview: Very often, equity indexed annuities (EIAs) have significantly high surrender charges. For this and other reasons, we feel that it is not prudent for investors to purchase EIAs for their portfolios. Introduction The typical EIA, often referred to as...

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You Can Be Too Conservative

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Overview: As investors approach retirement, many consider whether they should lower their allocation to equities. Some have even questioned whether they should exclude equities altogether. However, it is rarely necessary to completely remove equities from a portfolio. The following article...

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Advanced Planning

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Overview: Following is an exploration of the elements and importance of advanced planning. Wealth management works hand in hand with portfolio management, adding value beyond the importance of a prudent investment philosophy. The experience begins with crafting a holistic plan...

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Many Happy Returns

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Author: Jim Parker, DFA In December 2011, Barron’s told investors to “buckle up.” The consensus prediction of its panel of ten stock market strategists and investment managers was for the S&P 500 to end 2012 some 11.5% higher, at about...

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