Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado Over the years I have written many articles on the good, the bad, and the ugly of annuities. As I always point out, there are many kinds of annuities, and the terms can vary widely depending on the individual contract. In the mid-1990’s IPS Strategic Capital was one of the first financial…
By: Illana Polyak, Morningstar Advisor At least once a year, Dominick Paoloni flies to the British Virgin Islands, rents a 50-foot catamaran for a week, and sails the Caribbean Sea. The trips, which tend to coincide with favorable winds, take him to one or two islands a day. The rest of the time is spent watching the sailboat slice through still, glassy waters. On a few occasions, the seas have…
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