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Submitted by: Puthan(VJ) Vijayan
Puthan(VJ) Vijayan is the Principal member of PMV Investment Advisors, LLC. The firm is a Registered Investment Advisor. VJ is a Certified Estate Planner and Registered Financial Consultant, with over 15 years of planning and investment experience.
At the outset I wish to acknowledge that the basic content was made known to me through the National Institute of Certified Estate Planners' publication-THE CEP(R) RESOURCE....DECEMBER 2006 ISSUE.
I am a member of the National Institute of Certified Estate Planners.
The original reference I believe was reported by Associated Press, posted on 7/26/2006,
and reported in USA Today.
The article makes reference to the Federal Reserve Chairman,Ben Bernanke's financial disclosure form, and it showed that his two of his largest holdings are annuities, among US Treasury securities ,Canadian Treasury Bonds,stock and bond mutual funds.
The article goes on to say that he spent most of his career in academia, and that accounts for his two largest holdings-TIAA taditional and CREF annuities.
The article goes on to further say the approximate range of value with respect to those two annuities,what retirement vehicles the Federal Reserve Board members can and cannot own.
Annuities may play a role in the retirement planning process, among other investment strategies.The critical element is the process.
Puthan(VJ) Vijayan CEP RFC MBA
PMV Investment Advisors,LLC
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