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Personal Finance and Investing

steve2470

(37,457 posts)

2. Thanks for all your hard work on this, much appreciated

Reply to A HERETIC I AM (Reply #1)

Sun May 11, 2014, 03:36 PM

May 2014

I have to admit to being a tad intimidated by my advisor, so I don't challenge him on his statements. I simply don't know enough to challenge him. With the exception of his blind spot on inflation (now remedied by my strong self-advocacy), he's been on the mark. He told me flat out he could make more money selling me an annuity, so I respect him for not taking advantage of me.

I wish you much success in your personal investing, taxable or tax-exempt.

Steve

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Reasonable rate of return on non-taxable investments ? [View all] steve2470 May 2014 OP

The term "Tax equivalent yield" (TEY) comes to mind. (Edited) A HERETIC I AM May 2014 #1

Thanks for all your hard work on this, much appreciated steve2470 May 2014 #2