Annuities
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What Are Volatility Controlled Indexes?

William Walsh
Fixed Indexing, sometimes referred to as Equity Indexing, in annuities, may be the single most significant innovation in personal finance and investin...
A small stack of Gold Coins

If You Can't Measure It. . .

Renowned management consultant, Peter Drucker famously stated, "If you can't measure it, you can't improve it." This quote holds true not only in the ...

Annuities: A Port in a Storm

William Walsh
The main advantage of annuities in turbulent market conditions is obvious – stability. When you know exactly how much to expect when your investment...
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Fixing Your Beneficiary Designation Problem

William Walsh
In June of 2004, I got an unexpected call, requesting a meeting, from a woman who had, with her husband, attended a seminar I had given some months be...

Mutual Funds vs ETFs: Which One Wins?

William Walsh
Trying to decide between mutual funds or ETFs for your investment portfolio? Confused about the differences? With so much noise and so little signal, ...
Financial diagram for stock market

Understanding Investment Risk

William Walsh
In early 1998 with its stock trading at around twenty dollars, Enron Corporation rapidly became the darling of Wall Street. Having its roots in the 19...

What is Annuitization?

William Walsh
Annuitization is the process of converting a lump sum into a guaranteed income. Typically, this income is guaranteed for the lifetime of the annuitant...

Can an Annuity Replace a Long Term Care Insurance Policy

Planning for retirement and living on a fixed income are challenging enough, but an unexpected stay in a nursing home can, to paraphrase Robert Burns,...

Are Annuities Expensive?

William Walsh
While there are several ways to look at this question, compared to other “safe” investments, like bonds and CDs, annuities are expensive. They hav...

What is an Annuity?

William Walsh
Sitting somewhere at the intersection between insurance and investments, annuities are confusing and often misunderstood. Some say they’re expensive...

Tidal Waves in Visually Satisfying

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William Walsh
Engineers, medical people, scientific people, have an obsession with solving the problems of reality, once you reach a basic level of wealth in create...

Blog Can Be Everything Nowadays

William Walsh
Engineers, medical people, scientific people, have an obsession with solving the problems of reality, once you reach a basic level of wealth in create...

Financial Animal

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