Research Magazine November 2009

Features

  • The Future of Retirement Income

    The lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...

  • Historical Research: Inventing Financial Futures

    In November 1967, University of Chicago economist Milton Friedman was turned down for a loan, a rejection that ended up changing the course of financial...

  • Making a Difference

    CEO-PRESIDENT, AMERICAN FINANCIAL NETWORK, Calabasas, CALIF.; AUM: $1.2 billion HIS FIRM'S FOCUS: "We bridge the gap between businesses and the people who own them." Here's...

  • Capitol Player

    CATHY WEATHERFORD: PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE; WASHINGTON, D.C. SOUNDBITE: "The stakes have never been higher. Our members are very thankful they have an association...

Editor's Note

News

Voices/Columnists

  • The Sales Job

    While cruising the trade publications, I can't help but notice all the ads from broker-dealers. Each one attempts to put its own slant on what...

  • Ideal Client Profile

    The converse of the age-old adage that "you get what you look for" is that if you don't have in mind what you're looking for,...

  • The Next Economic Debacle

    When reservation at this well-known midtown Mexican place, I had no idea it doubled as a back entrance to the Ed Sullivan Theater, the home...

  • The Health Care Fallacy

    Debate on U.S. health care reform is dangerously skewed. Sure, the current system is expensive and inefficient. But inefficiencies of one kind or another plague...

Investment Spotlight

  • Renewed Vibrancy

    Steven D. Schwartz, CFA Raymond James Steven.Schwartz@RaymondJames.com 352 262 3940 The Insurance Services Office released its 2Q09 property/casualty industry results [in late September]. Property/casualty (P&C) net income...