Why don't politicians take Econ 101?
By John SullivanI'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...
What "kinder capitalism" really means
Keeping up with clients
May 28, 2008
Boomer retirement: "When it's over, will America look better, worse, or just different?"Megan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...
May 28, 2008
Leisure spending$100 billion - According to style consultant Sherrie Mathieson, the amount boomers spend annually on clothes. 81 million - According to AARP, the number of older...
May 28, 2008
Payout funds show increased popularityWith the promise of a wave of baby boomers leaving the work force, a plethora of new income-generating products are available for retirees. According to...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...
May 28, 2008
Health care industry unprepared for boomersScary news. As the first of the nation's 78 million baby boomers reach age 65 in 2011, they face a health care work force that...
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