Money For The Rest of Us

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153 Plus: Evaluating Annuities, Directed Trades and Private Real Estate

This week April 15, 2017 on Money For the Rest of Us Plus we help a member analyze whether it is better to take a lump sum payment or an annuity that a former employer is offering.

We look at how major retail brokerage firms such as Schwab and Fidelity direct trades to market makers and whether that is a good thing or not.

We analyze how an investor might adjust their publicly traded portfolio mix if they own rental real estate.

Finally, we try to determine which precious metal is most widely held by households.

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If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming Money For the Rest of Us Plus member.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 9277 • Phoenix, AZ • 85068

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