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Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact, provide the only real solution once his needs, objectives, priorities and risk tolerance are established.

Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world.

How Much Life Insurance is enough?

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.

Active vs. Passive Investing

Institutional money managers running various mutual funds or hedge funds are for most part paid to apply their knowledge to pick investments that will beat their benchmarks by identifying, analyzing and selecting the next winners from the wide universe

Confirmation Bias Effect on Investing

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed?

The Keys to Building Wealth

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

Why You Should Prioritize Retirement Savings over College Savings

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

Managing Investment Risks

In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events. So, in my opinion, investors who manage their investments based on market performance or what they perceive as opportunities for better returns have very little control over the outcome.

Flash Boy

The recent Michael Lewis book Flash Boys sure has been able to garner the much needed attention in mainstream media toward an esoteric concept in finance commonly referred to as High Frequency Trading or HFT.

linguistic battleground

Great point by Bob Veres:

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