Tag: FINANCIAL TALE

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If you routinely ask these questions, not only will it help you develop your investment acumen, you will be able to eliminate entire types of investment alternatives. FIXED VS […]

WHY DIVERSIFICATION IS TEMPORARILY BROKEN: A WHAT TO DO TODAY TALE

This tale is a major departure from my other tales.  The last time I actually made a market call was in October of 2008.  It was a bullish market call since it was clear to me that stocks were cheap, quality Blue Chip stocks were paying high and sustainable dividends, and the future of the […]

HOW CAN I SPEND MORE MONEY IN RETIREMENT? A PARTNERSHIP TALE

HOW CAN I SPEND MORE MONEY IN RETIREMENT? A PARTNERSHIP TALE

Did you know you have a partner?  Let’s see if you can guess his name.  He is a relative.  You know him well.  In fact, every year we celebrate his birthday with fireworks.  You probably know the answer by now but if you don’t, let me introduce you to your Uncle Sam. Uncle Sam is […]

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