Category Archives: Investments

What are Annuities? An Introduction to Immediate Annuities

What are Annuities? An Introduction to Immediate Annuities

Understanding Annuities makes it easier for you to make an informed decision rather than just listening to an advisor or worse a talking head on television.  Annuities often bring up strong emotions when they really shouldn’t, it is nothing more than a financial product often issued by insurance companies.  The definition of an annuity is

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

If asked for your own example of customer loyalty, what would you give? Free months of phone service, flight upgrades to first-class, special hotel accommodations?  Most would probably think along the lines of a consumer, yet investments are an often overlooked area. A while back, the local supermarket ran a promotion with Cuisinart. Collecting “points”

Helping my Brother Choose an Online Broker

At Easter dinner my older brother asked me what online discount broker I use “to trade stocks.”  If you don’t remember, I already helped the younger brother with asset allocation, and yes, I only have 2 and I am the pain in the ass middle child.  Before I could explain to him which sites I

Picking Dividend Aristocrat Stocks

I recently explained that I want to set up a dividend paying portfolio.  In that post I went over how I planned on starting to create this perpetual passive income account.  So this is basically my thought process on how to narrow down 4 or 5 stocks to create the dividend portfolio, which I am