Are Bonds Really That Safe?
Factors outside an advisor’s control have made bonds riskier than clients are accustomed to, says Charlie Farrell, CEO of Northstar Investment Advisors.
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.
How Onslaught of Retirees Threatens an Advisor’s Practice
If you think only clients are worried about the distribution phase, think again, says top advisor Charlie Farrell.
What You Told Me and Each Other
A key part of an editor’s job is to know his readers, and over the past month I’ve had the opportunity and privilege to get to know Investment Advisor and AdvisorOne.com’s readers quite a bit better.
Dividends, Dividends, Dividends!
Everyone’s saying it, but when it comes to retirement income, Northstar’s Fred Taylor lives it.
GDP Growth in Q2 Is Feeble 1.3%
The economy grew 1.3% in the second quarter, according to Commerce Department figures released Friday. The pace was below private-sector expectations of 1.8% growth. Compounding the disappointing numbers, first quarter GDP growth was revised sharply from 1.9% to 0.4%.
As Retirement Income Symposium Ends, Speech on Benchmarking Gets Advisors Buzzing
Author and advisor Charlie Farrell calls for benchmarks for retirement income management.
Eight Must-Read Articles for Advisors in the Know
A look at the latest news stories of interest from around the Web for retirement advisors.
Beige Book Reveals Sluggish Economic Activity
District by district analysis mixed
Bypassing the broker/dealer -- What Charlie Farrell knows
Presidential candidates may talk about change, but in 2007, Charlie Farrell lived it. Besides relocating his business and family from Cleveland to Denver, he dropped...