Eat Free With Pitch

Written By Don McDonald

'Tis the season for free dinners and lunches (brunches?) as the equity indexed annuity salespeople are withering away during the COVID crisis. Enjoy a complimentary meal at your peril as they will stop at nothing to sell you a high-commission product. It's bad enough when insurance agents are selling this stuff, but appalling when it's a Certified Financial Planner (CFP).

Don also takes your questions on:

  • ETFs versus mutual funds

  • Managing taxable accounts

  • Investing on margin

  • Picking the best investments from a bad bunch of 401(k) choices.

Don McDonald
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