The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors.
This deeply analytical look at a long-forgotten financial instrument informs our response to the looming retirement crisis in a way that no other book does. It should be read — with pleasure — by anyone with a personal or policy interest in this vital area.
Annuities are an important and sometimes dominant part of an investment portfolio for millions of savers. But make sure they are worth it.
Financial advisors have an increasingly important role to play in building sustainable retirement income strategies for their clients. But as is the case with most investment advice, there is no one-size-fits-all approach. To help advisors and investors sort through the issues here is a list of essential reading and resources.
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