Annuities Part 2
We last left you as Mr. Otter was passing the Mic to his colleague Ben Levisohn with the observation that annuities were now being bought more than sold, thus signifying a shift in the attitude of the consumer. Mr. Levisohn…
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Annuities Part 3
We now move on from Ben of our previous post as Jack Otter segue ways from Ben to another Jack (Hough) for more discussion. Who is Jack Hough? Jack has been an associate editor at Barron’s since 2012 and writes…
Annuities Part 4
Having demonstrated his complete ignorance of risk transference Jack Hough laterals the ball to Jack Otter who advances the scripted interview. Agreeing with this nonsense, Jack Otter doubles down with “Absolutely…it’s basically longevity insurance so you don’t run out of…
Annuities Part 5
Ms. Carleton English is the last panelist to speak. She is a reporter at Barron’s covering financial markets and asset managers. She was previously the hedge fund reporter at the New York Post and covered energy and banks for The…
Is your Portfolio anti-fragile
Make your portfolio anti-fragile with the Risk Reward Reset Strategy (RRRS), by assuming a posture ofconcentrated risk-on strategic asset allocation and hitting the market at its most potentially lucrativepoint.For those unfamiliar with the term, anti-fragile is a property of systems…
Are You Plankton?
Risk trickles down to the people who are least equipped to handle it. You need a defensive posture.Fixed Indexed Annuities (FIA) make a defensive posture affordable.Let’s break this down into thirds and take one statement at a time. First, why…
Who Are You?
Who are you? Baby Boomers will well remember the British rock band The Who and three of their hits, namely, I Can’ t Explain (1965), We Won’t Get Fooled Again (1971), and Who Are You (1978).Over my five decades in…
Satisfied Customers
People who have viewed our website may have noticed an absence of “testimonials”. Over the years Ihave collected many positive comments from satisfied clients. In fact, in the late 70’s when I was but arookie agent, a request for a…
Take The Money and Run
The retiree looking to guarantee principal and participate in the upside, when and where it occurs, willwant to move their retirement accounts into a Fixed Indexed Annuity (FIA). It is a recurring theme in these posts that retirees, once having…