Avoid Annuities

One of my fundamental beliefs in the investment industry is if it is complex it either forces or hides unnecessarily high fees and risk taking. Variable Annuities are one of the most complex financial contracts I've ever attempted to understand.

Variable annuities are not only complex investment instruments they have an added layer complexity in that they often blend investments and insurance.

Rather than take my word for it I'd encourage anyone considering the purchase of a variable annuity to read the following investor alert provided by the Financial Industry Regulatory Authority:

FINRA: Annuity Investor Alert


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