What Is The Sequence Of Returns Risk, And How Can You Manage It When You Retire

"Retirees wanting to generate most of their retirement income from an investment portfolio should be aware of how the order of investment returns could significantly impact the portfolio's value."- Michael Lucey One of the most significant risks seniors face in retirement is their portfolios' potential to experience large negative returns soon after they retire. When [...]

Annuities Dirty Little Secret Number 2: Great Products or Great Rip Offs?

The origin of annuities can be traced to the founding of the United States of America. The first recorded use of annuities was by the Presbyterian Church who used annuity concepts to provide for widows and retired ministers. Benjamin Franklin used annuities to provide for funds over a long period of time for his wife and for the cities of Boston and Philadelphia.

By |2020-04-12T23:29:09+00:00August 12th, 2013|Annuities, Annuities 101|