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Demystifying Systematic Fixed Income Investing

ClearMoney

More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing. However, both goals and risks can be more clearly defined for fixed income relative to equities. 1 (January 2016): 69–103.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Are commissions bad? Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. Are commissions bad? Salaske said he wonders if the people who really need them are getting sold annuities that don’t produce a huge commission.