JMF Capstone Wealth ManagementInvestors Should Re-Examine Annuity Aversion – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Investors Should Re-Examine Annuity Aversion https://www.jmfcapstone.com/2016/08/22/investors-re-examine-annuity-aversion/ https://www.jmfcapstone.com/2016/08/22/investors-re-examine-annuity-aversion/#respond Mon, 22 Aug 2016 09:00:00 +0000 http://evolvemypractice.com/?p=3074 Numerous academic studies advocate for the partial-to-full annuitization of financial assets. Yet despite the evidence, a majority of investors remain reluctant to annuitize for both behavioral and financial reasons. The reluctance to purchase annuities has been called the “annuity puzzle.” I’ll try to shed some light on why this puzzle exists, as well as offer...

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]]> Numerous academic studies advocate for the partial-to-full annuitization of financial assets. Yet despite the evidence, a majority of investors remain reluctant to annuitize for both behavioral and financial reasons. The reluctance to purchase annuities has been called the “annuity puzzle.” I’ll try to shed some light on why this puzzle exists, as well as offer a solution.

Why Or Why Not Annuitize?

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