Guide to Mutual Fund and Annuity Inefficiency

There are a lot of reasons why investors invest in mutual funds and annuities, but there are many pitfalls.

Because the majority of the industry's investment products are sold by salespersons or Wall Street firms, seldom are investors educated on the real cost and structure of these products. While mutual funds and annuities may benefit small investors, seldom do they benefit large investors. Below is a guide comparing Linden Thomas & Company Institutional Direct versus mutual funds and annuities