Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Administration offers new "Retire Online" application service
By Staff WriterThe Social Security Administration's new campaign for its "Retire Online" application tool boasts the phrase, "it's now easier to retire than ever online." Let's hope...
January 06, 2009
Cerulli: Advisors Hate Axing AccountsMost financial professionals who work with high-net-worth clients would prefer to increase profitability by expanding their firms rather than by shedding lower-margin clients.Consultants at Cerulli ...
January 05, 2009
Bush worst president for baby boomers?As we say fare thee well to President Bush, our friends at babyboomeradvisorclub.com raise a good question - was George W. Bush the worst president...
January 02, 2009
U.S. household ownership of mutual funds continues to increaseU.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...
January 01, 2009
The standard that keeps us poorA high-priced receiver with a five year, $50 million contract drops a short pass. How many times have you said, "Well, I can do that."?...
January 01, 2009
Investors steel themselves for drop in commoditySteel could face a fall in production in 2009, the Financial Times reports. The sector could see a drop of at least 10 percent, the...
January 01, 2009
ETFs: 'T' is for taxWhile short and leveraged exchange-traded funds offer some of the same benefits as traditional ETFs, there are reasons for caution. "Unlike other ETFs, leveraged and short...
January 01, 2009
Obama's Retirement AgendaSince the time is drawing nigh that the Obama Administration will be officially christened, it's important to refresh our memories about how the new Administration...