
Annuities Rant, Part I – On Complexity
Fixed rate annuities, fixed index annuities, variable annuities – how do I hate thee? Let me count the ways, for they are plural. Let’s start

Fixed rate annuities, fixed index annuities, variable annuities – how do I hate thee? Let me count the ways, for they are plural. Let’s start

I just made one of the neatest investments of my life and I’m dying to tell you about it. The Royalty Exchange runs regular online

I recently finished the best business book I’ve read in the past year, John Carreyrou’s Bad Blood: Secrets and Lies In a Silicon Valley Startup, about

While fixed and variable annuities make up over three-quarters of the products in public school employee 403(b) plans nationwide, both are inappropriate products sold by

School district employees in Texas attempting to fund their own retirement – through 403(b) defined contribution plans – face a garbage fire of bad choices.

It’s All Fun and Games Until…. The first half of Red Notice reads not unlike a 1990s emerging market version of Michael Lewis’ Liar’s Poker:1

I founded Bankers Anonymous because, as a recovering banker, I believe that the gap between the financial world as I know it and the public discourse about finance is more than just a problem for a family trying to balance their checkbook, or politicians trying to score points over next year’s budget – it is a weakness of our civil society. For reals. It’s also really fun for me.
The Financial Rules for New College Graduates: Invest Before Paying Off Debt--And Other Tips Your Professors Didn't Teach You
We’ll let you know when we have new posts!