Introducing “Stan the Annuity Man”
Dan and I like what this man says about annuities!
Because of our negative experiences with surrender fees, putry returns, misleading and conflict of interest sales pitches from insurance agents, we have been critical of large insurance company annuities. Stan the Annuity Man says the same thing that we have been preaching for years.
Quarterly reports are historical landmarks on how the economy is performing. April 1, July 1 and October 1st are important reports offered by all of the financial networks. Wow! And what a quarter!
Dr. Bernstein starts with a simple three-fund portfolio. The Total Stock Market Index, Total International Stock Market Index, and the Total Bond Market Index are spot-on for those who already have the basics of a diversified investment solution.