Tag Archives: returns

ANNUITIES

Why Annuities are the “Wizard of Oz” of Investments In these times of low-interest rates, many investors are tempted by purported “guaranteed” rates of return offered on some annuity products.  As annuities can be the “Wizard of Oz” of investments—“Look … Continue reading

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DALBAR Review

The Hidden Cost of “Do-it-Yourself” Investing Tom Batterman, JD, CTFA The magazine headline blares, “TOP 10 MUTUAL FUNDS.” The television ad shouts about the new cell phone application or computer program you can use to manage your investments and trading. … Continue reading

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