Social Security at 80: 8 Savings Strategies to Share With Clients
Whatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
Advisors Regain Cheer Amid Gloom
After a particularly glum confidence index in September, advisors have apparently recovered their mojo in, of all times, a month that saw Greece nearly default (again) on its debt and UBS' trading scandal.
All In Your Head
Albert Einstein once reportedly said, "Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." While the great...
A Better Workstation
The new, improved Morningstar Workstation is likely to be well received by independent B/Ds and their reps. But it may be less appreciated by RIAs....
More Help For RIAs
I had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...
It's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
Estate Planning: An Oxymoron?
Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
Washington says it's trying to protect consumers,
There's no time like the present to do estate plan
A Heck of A Show
Getting on an airplane and going to Schwab's Impac