Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
The folly of accountabalism
By John SullivanOur Trend of the Week reminds me of one of Harvard Business Review's Breakthrough Ideas for 2007. Marketing consultant David Weinberger warned that accountability at...
May 28, 2008
Oppenheimer's Murphy, "Call 12b-1 fees what they are."We asked OppenheimerFunds chairman and CEO John Murphy for his take on what to expect in 2008. In addition to his role with Oppenheimer, Murphy...
May 28, 2008
Fraud awareness57% - Percentage of people surveyed, over age 50, who do not know where to get security freeze information. 28% - Percentage of people...
May 28, 2008
(Mis)understanding SIVs in the boomer marketStructured investment vehicles have had some bad press recently thanks to their association with sub-prime securities. But, according to Morningstar's Rachel Barnard, SIVs are not...
May 28, 2008
Bending the rulesSome rules were made to be broken. Christine Benz of Morningstar highlights some misleading conventional wisdom. "It's possible for a fund to have an unblemished record...
May 28, 2008
Boomer health and retirement preparation54% - Percent of boomers who feel they have done a poor to fair job of ensuring that they have adequate coverage for their...
May 28, 2008
A case of irrational calm?Not everyone can be as prescient as Alan Greenspan, especially Ben Bernanke. His effort to predict the consequences of the sub-prime mess have been less...
May 28, 2008
The rise of exchange-traded ... notes?Now that ETFs are a household word (at least in financial circles), market watchers are looking to structured products for the next big thing. According to...