Focus on What You Can Control
By Mike PattonIt's the first week in my new office and there are still a few outstanding issues to be resolved. Window treatments, reception area chairs, and...
January 23, 2009
Equity and interest holdings for seniors$2.5 trillion: Equity holdings for households led by someone between 60 and 69. $1.2 trillion: Interest bearing assets for households led by someone between 60 and 69. $1.6 trillion: Equity holdings for households led by someone betwe
January 23, 2009
Benefits increase for Social Security disability recipients - good news for boomers this year, but what happens in 2010?The largest cost-of-living adjustment (COLA) in 25 years for Social Security recipients this year means boomers with disabilities are also reaping the benefits. However, projections...
January 22, 2009
Advisors want business apps for mobile phonesTime is money, but you can't always be in the office. A survey by Aite Group found one-third of advisors spend 25 percent of their time working away from the office. Naturally, there should be a demand for business mobile applications; 62
January 22, 2009
Boomers optimistic about health55% -- Percentage of boomers who said they feel healthier than their parents were at the same age. 73% -- Percentage of boomers who...
January 22, 2009
Fund managers holding onto hope - and cashFund managers are hopeful, but still aren't giving up their cash, according to the latest survey from Merrill Lynch. The survey found 35 percent of...
January 22, 2009
File under obvious - Hedge funds 'fail to deliver'"In 2008, hedge fund managers generally failed to deliver," Morningstar Hedge Fund Analyst Nadia Papagiannis said yesterday in a press statement. "The average hedge fund...
January 22, 2009
Active ETFs on the horizonGrail Advisors and its partner American Beacon have filed for two multi-manager actively managed ETFs. Scott Burns, editor of Morningstar's ETFInvestor, celebrated the move, saying...
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