Posts Tagged ‘Annuity’

Do-it-yourself investors must plan for investments after death

By Dan Hallett on October 31st, 2014

Many DIY investors act as ‘family money managers’.  Most that I’ve met are men married to spouses with little or no interest in investing.  These DIY investors often risk predeceasing their novice-investor partners.  So with...

Simplicity is key to analyzing complex products

By Dan Hallett on May 11th, 2011

In the May 2011 issue of Investment Executive, I wrote about how I approach the analysis of complex products.  In short, when analyzing products – particularly complex offerings – the most insight is often obtained via the simplest...

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