Key Tips for advisors during a turbulent market
By Daniel Williams1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
Boomer generosity
November 27, 2008
12 commandments for winning in tough timesWhile the current economic situation may have your clients in a panic, you can find plenty of opportunity in the turmoil. Matt Oechsli of The...
November 27, 2008
The Thanksgiving of our discontentThe pretentious headline isn't mine. It comes from an editorial in a small town newspaper I read last Thanksgiving, before it all went to hell....
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 27, 2008
Markets stagnant on new bailoutThe Fed's plan to launch yet another multi-billion dollar rescue plan did little to buoy stock markets, according to the Financial Times. Markets in the...
November 26, 2008
Less benefits, higher costs as insurers retool annuitiesInsurance companies are beginning to retool their variable annuities to offer less-generous benefits, possibly at higher costs. The Wall Street Journal reports these changes stem...
November 26, 2008
Ten low-tax cities for boomersU.S. News & World Report reveals 10 low-tax locations for great retirement: o Billings, Mont. o Sioux Falls, S.D. o Stafford, Texas o Manchester, N.H. o Nashville-Davidson County, Tenn. o Doral,...
November 25, 2008
Pensions can recover from crisis, study showsNew data suggests public pension plans are "well situated" to recover from the current financial crisis. "As the global financial crisis brings a renewed focus on...
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