Robert Ibbotson, a a well known researcher of the financial markets, just introduced a new asset class for diversification in investments. In the chart, you can see by adding Fixed Equity Annuities (FIA's) to your portfolio, you increase return and lower risk. Isn't that want we all want?
Right now in this uncertain economic environment these types of investments will continue to show favoritism over the S & P 500 and the catastrophic returns in the bond markets.
MARGARET TULLY also hates the 1% management fee that has become customary in the financial industry. If you are looking for income, and you are making 5% in the bond market, but your paying a 1% management fee, you are paying 20% of your return in fees, affecting your income in retirement. Lets have a conversation?