Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
NAVA Gets New President & CEO
By Melanie WaddellNAVA, Inc., the Association for Insured Retirement Solutions, has a new president and CEO, Catherine Weatherford. She will replace Mark Mackey, who announced his resignation...
August 19, 2008
Converting risk into returnLike most other things these days, convertibles funds aren't doing great, but they're not doing as badly as they could be. In an article for...
August 19, 2008
Greenspan is "utterly clueless"Not my words, so put down the pitchforks and back away. Got an e-mail from my friend Sam alerting me to Bill Fleckenstein's post on...
August 19, 2008
Down the (talent) drain20% - Estimated percentage of the workforce that will be over 65 in 2014. 10 million - Estimated shortage of workers in 2010. 71%...
August 19, 2008
FPA Presents 2008 P. Kemp Fain Jr. Award to Don PittiThe Financial Planning Association has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award.
August 18, 2008
Independent RIAs say things are looking upOptimism is rising among independent financial advisors, who, according to a new Schwab Institutional study, say they expect the S&P 500 to rise by the...
August 14, 2008
Retirement saving increasesA study by Fidelity Investments found that despite economic pressures, Americans are saving more for retirement in 2008. The average pre-tax contribution to 401(k) accounts...
August 13, 2008
Overexcited overseasAre your clients overexcited about investing opportunity overseas? If so, how do you convey the dangers of performance chasing in a global economy?