Investing in Annuities and Mutual Funds

Annuities

So you don’t like the rate of return on Treasury Bonds and you think annuities are the way to go? Would that be ladder annuities or longevity annuities, or have you found a fixed-rate annuity with a sexy guaranteed annual percentage? Long story short, annuities are complicated products that we unravel every day for our clients.

 

Mutual Funds

What’s true in other industries is true in investing — some people pay retail and some pay wholesale. Clients at PCA enjoy access to institutional share class funds. For the retail or do-it-yourself investor, the difference in outlay can be eye-opening.

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