Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Broker/dealers are dead
By John SullivanJohn Gapper writes in the Financial Times that, in the broker/dealer space, the bell tolls for thee. Granted he means large wirehouses, not the independent...
September 15, 2008
Wall Street's latest shake-up and the average investor: What happens next?"I own Merrill and Lehman stock. Should I panic?" - the Washington Post reports Wall Street's latest shake-up involving the collapse of Lehman Brothers, the...
September 15, 2008
Tell me why I don't like MondaysIf they got it right, the markets will absorb the shock without too much more damage to the broader economy. If they got it wrong,...
September 12, 2008
Majority of boomer business owners have no exit planning strategyWithin the next three years, almost half of middle-market business owners over the age of 55 will be looking to sell their business. The problem...
September 11, 2008
Conservative contradictions in an electionMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 11, 2008
Collective trusts present growing opportunityAccording to an SEI white paper released in May, collective investment trusts are presenting a significant business opportunity in the defined-contribution market. The paper cites...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.