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Investing

By ALEX.fyi Staff
How Much Should I Allocate to an Income Annuity?

Q. How Much Retirement Capital Should I Allocate to an Income Annuity? A. It depends. This is a common question with both a long and a short answer. The short ALEX.fyi answer is this: our view is that in most cases, an allocation of a third or less of your retirement assets is appropriate. Importantly, […]

Regret Over Missed Opportunities Could Cost YouRegret Over Missed Opportunities Could Cost You
By ALEX.fyi Staff
Regret Over Missed Opportunities Could Cost You

You may be familiar with the theme. A neighbor, a friend, or a colleague tells you about a company he’s investing in that is expected to be the next Amazon. Because you are not one to make rash decisions, you hold off, choosing instead to see how it does for a period of time. Over […]

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