In the last post of this series, we examined the internal anatomy of an annuity and explored the many moving parts that make these contracts so complex. Once you understand how those pieces fit together, the next step is understanding the different types of annuities available today. Although annuities are often discussed as if they...

Here’s the picture: In 1995, as an ambitious college graduate from a top business school you trek off to the Big Apple to make your fortune. After saving your bonuses for a year you find a simple starter home in the Queens borough of NYC. It cost you $276,000. You settle down, build a modest...

He stuck out his big paw. Even if you had thirty years on him, he would still overpower you. Even as I grew and got stronger, I was never a match for Uncle Gerry. Years working for Norfolk Southern had a way of leaving their mark. I miss that handshake more than I thought I...

People often assume that because I work at an investment firm, I came in with a deep background in finance or that I track the stock market every day. The truth? I didn’t start this role with either of those. What I did bring was a willingness to learn, a strong attention to detail, and...