Archive for December, 2005
Tuesday, December 13th, 2005
If the term “financial planners” evokes visions of equities and equity mutual funds—selected to implement financial plans they developed for clients in accordance with their investment goals and tolerance for investment risk—it should not be surprising.
Equity Ownership in America, 2005, a study recently released by the Investment Company Institute ...
Posted in Financial Planning | No Comments »
Tuesday, December 13th, 2005
Even if you aren’t among those who normally make New Year’s resolutions—and keep them—this may be a time when you will want to make and keep them in the year to come.
With the Standard & Poor’s 500 Stock Index up 1.05 percent through October and the average U.S. taxable ...
Posted in Investment Management | No Comments »
Tuesday, December 13th, 2005
There is perhaps no financial product more confusing today than equity-index annuities or EIAs. On the surface, EIAs are somewhat simple. Like most annuities, EIAs are nothing more than a contract between you and an insurance company in which the company promises to make periodic payments or a lump-sum payment ...
Posted in Annuities | No Comments »
