Mar
08

Part 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX

posted on March 8th 2018 in Fort Worth CFP Team Posts with 0 Comments

To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn’t just an index that reflects what’s going on with options. It’s a psychological measure, and that’s where the media comes in. You cannot directly trade the VIX. Yet, the […]

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Dec
04

Why Annuity Death Benefits are Trash: How to lose 50% in 7 years!

posted on December 4th 2016 in Fort Worth CFP Team Posts with 0 Comments

Why Annuity Death Benefits are Trash: How to lose 50% in 7 years!

Fair warning: this is going to be a “blow your mind” article. Are you strapped in? Let’s talk about the classic “death benefit” on a variable annuity. Variable annuities are those weird investments that look suspiciously like just another cookie-cutter portfolio full of the high-cost mutual funds that brokers have the reputation of selling to […]

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