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Millennials’ Aversion to the Stock Market Makes Perfect Sense

Thursday, May 22nd, 2014 and is filed under Retirement Income Annuities, Uncategorized

There’s Nothing Irrational About Millennial Aversion To Stock Market Risk

Millennials are keeping their distance from the stock market, and according to writer John Aziz at The Week, that makes them financial neanderthals. Even the few lucky Millennials with ample cash to throw around are avoiding the equity markets, a move that Aziz calls “totally boneheaded”: Read More

What You Don’t Know About Equity Indexed Annuities Could Hurt You

Monday, April 28th, 2014 and is filed under Retirement Income Annuities, Uncategorized

In the past couple of decades, annuities have become more popular with financial advisors and retirees for retirement planning. In many cases, annuities can be a valued part of a well-diversified portfolio. However, there are also many characteristics of annuities that can make them undesirable or even hurtful in retirement planning. Annuities have evolved from simple pension replacement plans and CD alternative types of investments to include complicated investment vehicles that many advisors claim to deliver gains regardless of market performance. Often, it’s the claim of market returns without risk of loss that draws the prospective investor in for a closer look. Read More