Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
How to enter the DI market
By Charles K. HirschThree top producers weigh in on why so many of their peers overlook a product that a) has a huge prospect base and b) can bring lucrative commissions.
January 31, 2013
Skydiving Without a Parachute: Using Analogies to Reach Clients and ProspectsUse analogies, similes, stories and even pictures to communicate complex financial concepts to clientsand prospects.
September 20, 2012
Efficient Investing Results in 29% More Income: MorningstarReferring to this extra income as gamma, Morningstar noted that this increase is equivalent to 1.82% bump in annual returns.
June 27, 2012
MLPs Come into Sharp FocusThe young, tax-advantaged asset class of master limited partnerships, with its unique structure and method of return, has been picking up steam for the past several years.
June 27, 2012
Million dollar babies: What it really costs to raise a child (TIME)The Department of Agriculture recently estimated the cost of raising a child to be $234,900, but this does not represent the full expenditure.
June 07, 2012
Advisor Calls for Paradigm Shift in Financial AdvicePaula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.
April 19, 2012
Overfunded Roth IRAs: Shelter for the Upper Middle Class?The impending 3.8% tax on investment income scheduled to become effective in 2013 may have your upper-middle-class clients scrambling to find ways to reinvest their funds.
February 28, 2012
PIMCO’s Gross Makes Big Break With Past StrategyPIMCOs Total Return strategy of emphasizing income and capital gains, the strategy that made Bill Gross rich and famous, no longer works, according to the bond kings March commentary.