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Financial Advisor
March 2011
Alan Lavine |
Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.   |
Financial Advisor
May 2010
Alan Lavine |
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
The Motley Fool
August 13, 2008
Chuck Saletta |
Beat the S&P 500 -- Guaranteed! Put a too-often-neglected investing tool, reinvesting index fund dividends, to work for you. |
The Motley Fool
January 19, 2011
Dan Caplinger |
Stay Away From These Investments The complexity of index annuities completely outweighs any protection they offer. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
BusinessWeek
September 24, 2007
Aaron Pressman |
Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know. |
The Motley Fool
September 1, 2004
Selena Maranjian |
Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise? |
Financial Planning
October 1, 2005
Joan Warner |
EIAs: Behind the Hype Equity-indexed annuities are flying off the shelves, but they carry risks that regulators fear are not wholly disclosed. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Registered Rep.
December 18, 2012
Alan Lavine |
Uh, Sorry...Can We Have That Back? Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash? |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
The Motley Fool
May 5, 2004 |
Whole Life vs. Term Life Whole and term are the two main forms of life insurance you should understand. Buy the kind of insurance that makes the most sense for you. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
The Motley Fool
March 10, 2008
Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
The Motley Fool
October 15, 2008
Selena Maranjian |
A New Way to Battle the Economy Should you defend your portfolio with the new Sabrient Defensive Equity Index ETF? |
Financial Advisor
June 2009
Raymond Fazzi |
VUL Slides With Market Variable universal life continues to be the black sheep of the life insurance product family. |
Financial Advisor
June 2007
Mary Rowland |
What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities. |
On Wall Street
October 1, 2012
Dave Lindorff |
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. |
The Motley Fool
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool
February 11, 2008
Mary Dalrymple |
Buy the Market -- Cheap! Index funds perform as efficiently as possible by replicating the market's performance for the lowest possible expense. |
The Motley Fool
May 12, 2008
Selena Maranjian |
Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
Financial Planning
August 1, 2005 |
New Products Alternatives: Global Climate 100 Index... Commodity Index Euro... Insurance: Simple LTC Solution... Progressive Index Annuity... Mutual Funds: American Franchise Fund... etc. |
The Motley Fool
October 31, 2006
Buz Livingston |
A Foolish Trick: EIAs Equity indexed annuities are like horror flicks: Bad things just keep happening. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
The Motley Fool
February 18, 2011
Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? |
The Motley Fool
December 11, 2006
Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? |
Registered Rep.
October 17, 2011
Alan Lavine |
Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago. |
The Motley Fool
December 10, 2009
Selena Maranjian |
A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees. |
The Motley Fool
August 27, 2008
Selena Maranjian |
When Buying an Index Fund Is Stupid Not all index funds are created equal. |
Real Estate Portfolio
May/Jun 2006
Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
The Motley Fool
October 31, 2006
Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
Financial Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... etc. |
Financial Planning
September 1, 2006
Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
The Motley Fool
December 23, 2009
Dan Caplinger |
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle. |
BusinessWeek
June 23, 2011
Margaret Collins |
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. |
The Motley Fool
June 9, 2009
Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
Registered Rep.
August 15, 2011
Alan Lavine |
Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. |
The Motley Fool
April 9, 2007
Selena Maranjian |
The Surprising S&P 500 Learn fun facts about the venerated index, which just turned 50. Many index funds and exchange-traded funds (ETFs) are tied to it. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
The Motley Fool
July 3, 2008
Brian Richards |
The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees. |
Registered Rep.
December 19, 2011
Alan Lavine |
Reps Face Insurance Challenges in 2012 Financial advisors are increasingly concerned about the financial strength of the insurance companies whose products they sell. |
Financial Planning
February 1, 2005
Donald Jay Korn |
All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities? |
The Motley Fool
September 2, 2004
Seth Jayson |
Fidelity Cuts the Fat The mutual fund giant trims expense rates on some of its most popular funds. How much will the move reward investors? |
Financial Planning
February 1, 2007
Donald Jay Korn |
New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs. |
Financial Advisor
June 2008
Bruce W. Fraser |
VUL: Pros And Cons When your clients are facing one of the more turbulent markets in recent memory, should you be recommending variable universal life insurance to your clients? |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
The Motley Fool
May 19, 2009
Selena Maranjian |
Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp. |
