Variable Annuities That Beat Taxable Funds
“Are Variable Annuities Right For Your Clients?” That’s the title of an interesting article in
Couch Potato Investing
The 401(k) Plan Tax Trap
Here’s a situation they don’t tell you about. You’re 61 years old. You’ve had a
The Lessons of Really Long Term Investing
The longer the time period, the better index investing looks. I learned this while doing
Variable Annuities vs. Inexpensive Index Fund
It’s a rotten bear market. The S&P 500 Index has been trailing managed money big
Inflation Protected! Extra Crispy!
The New Couch Potato Portfolio! How is the Couch Potato Portfolio doing? These inquiries come
Another Case for Life Annuities
How about a nice, secure, lifetime income? In fact, lifetime annuities may be an unexamined
Dis-Informing the Public
You can’t have too much of a good thing. Wild enthusiasm greeted “Variables Claim Victory[1]”
Revising the Couch Potato Portfolio
If stocks are facing a rough future, should a couch potato investor sell his equity
Testing 25 Years of Passive Management
Long term, how do managed portfolios stack up against simple indexing? To examine that question
Testing 25 Years of Passive Management
Long term, how do managed portfolios stack up against simple indexing? To examine that question
Couch Potato Investing, Affirmed Again
Recall a great moment in 1999: The financial titans in New York discovered the Couch