i am a risk taker but only when i am in control of the investment, ie, real estate or business. i have less than 1% of net worth invested in the stock market, i have sold stocks in the past, had a series 7 license to do so. i'm not a big believer in annuities as well. with annuities one must be cautious with loading, surrender changers and possible loss of principal at time of death. annuities compete with cd's, passbook savings and the like, so to get higher than bank yield one must give up something! (risk) knowing what is given up can be difficult. i can sell annuities but choose not to. i'm a huge believer in paying down debt, establishing a cash emergency account and then a balanced portfolio, depending on age. i have said many times, spending borrowed money is easy, spending cash is tuff. whip out $150,000 cash/check for a new boat and see how difficult writing that check becomes, finance $150,000. for 20 years @ 8% and think about oh, it's only $1254. a month, that's not much! let's do it!
interesting subject though.
pat