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Annuity, CD Alternative, and Investments Overview

Better Than Sliced Bread? Equity-indexed annuities are one of the hottest products going these days. They offer you a guaranteed minimum return in the stock market in exchange for a limit of maximum return. In short: You may get less upside but much less downside.
Better than CD's: Annuities Give Higher Interest Rates With CD rates at all time lows, Fixed Annuities give CD-like savings accounts with higher interest rates and tax deferral.
Are Your Mutual Fund Fees Too High? Probably
You may think a 2% fee for managing your mutual fund doesn't seem so bad, but think again -- it can really hurt performance over time.
Topic Descriptions
Stocks Volatility of stocks can make it hard to sleep at night. Why are they a good investment choice?
Mutual Funds Sleep better while trying to match the market. Will you miss out on dramatic gains? Not necessarily.
Annuities An investment vehicle that gives you some long-term income guarantees.
Bonds Bonds can be a useful way to round out your portfolio as a less risky investment than stocks.
Asset Management Asset management organizes your money and financial resources to achieve your goals.
Others Real estate, trusts, and partnerships are some additional ways to invest your money.
Feature Stories
Truth about EI annuities
Impact of mutual fund fees
How limited partnerships work
Information Center
What Are Stocks?
Fee-based Asset Management
What Is a Mutual Fund?
How Do I Pick a Mutual Fund?
Are Variable Annuities For You?
Partnership Organization Expenses
What Is a REIT?
Planning / Tools
Amortization Schedule
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