3RD PARTY RESOURCES

sidetriangle 03 Brookstone Capital Management

Dean Zayed appears at CNBC anchor desk during Closing Bell

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Top 50 Annuities

Americans are eager to lock in steady retirement income. We pick the best annuities from a dizzying array of choices.

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Tomorrow in 30: Jobs, GDP & Europe

Forecasting tomorrow’s markets, with Jeremy Lawson, BNP Paribas; Telly Zachariades, Valence Group; and Dean Zayed, Brookstone Capital Management.

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Special Annuity Reporting Series – Report #1

A close look at Kimberly Lankford’s 2010 Kiplinger’s Finance Magazine annuity article and what it meant for you 10 years ago.

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Special Annuity Reporting Series – Report #2
Back in the fall of 1996, when index annuities were young, a reader asked financial pundit Scott Burns his opinion.

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Special Annuity Reporting Series – Report #3
Examine the facts on index annuities’ competitive performance in times of both high and low interest, and rising and falling stock markets.

sidetriangle 03 Karlan Tucker – Author
The Power and Protection of an Indexed Annuity
For years, if Americans wanted opportunity, they would put their savings in the stock market. If they wanted safety, they used bank CDs or government bonds. The problem was you could have money positioned for opportunity or safety, but not both on the same dollar at the same ti
me.

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Retirement Optimal Asset Allocation
Once an individual has retired, asset allocation becomes a critical investment decision. Unfortunately, there is no consensus on what the optimal allocation should be for retirees of varying age, gender, and risk tolerance.

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Retirement Income
When would you rather lose money? That question might sound odd, since a casual reader’s reaction is likely to be “never.” But the fact is that when you are investing in the stock market over long periods of time, experiencing a bear market (down market) is an inevitable fact of financial life.

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Retirees potentially need fewer stocks, more annuities
Fewer stocks, more annuities? That, in essence, may be the case based upon two just-published reports for the benefit of those living in or approaching retirement.

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Fixed Indexed Annuities and the Small Business Owner
Many business owners rely on the success of their business as their sole source of income and retirement savings. Normally, financial advisers recommend diversifying portfolios among stocks and bonds.

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The “REAL BENEFITS” of Indexed Annuities with the Annual Reset Design
A history of American Equity’s Index-5

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Immediate Gratification: New Studies Show That Immediate Annuities Add Both Income And Stability To A Retirement Portfolio.
Immediate Gratification: New studies show that Immediate annuities add both income and stability to a retirement portfolio. Donald Jay Korn .

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Ben Bernanke, the Chairman of the United States Federal Reserve, Holds Annuities
The chairman’s financial disclosure form, released Tuesday, showed that Bernanke is a millionaire, with holdings last year in no-frills investments, including U.S. Treasury securities, mutual funds and annuities.

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One vs. 114 complaints
My annual study on index annuity complaints shows on a sales volume adjusted-basis, annuity complaints have fallen 75 percent since 2007.

sidetriangle 03T. Rowe Price
Dismal Decade Offers Cautionary Lessons for Retirees
Retirees should have a sound financial strategy for sustaining their income throughout retirement. But as the last decade has shown, the stock market is capable of upending even the best-laid plans.

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