Investment Hazard: New Venezuelan President Has No Cure For Economic Crisis
Chavez’s successor casts blame, but inflation rages and investors should beware.
From Doom to Boom (and Back): Grantham Sees Stocks Soaring up to 30%, for Now
Stock market scold Jeremy Grantham expects the U.S. market to soar 20% to 30% in the next year or two—before the next mega-crash, at least.
Chained CPI Could Mean Big Social Security Cuts in Long Term
Changing the basis for COLAs is a “politically easy” way to cut benefit outlays, says James Osborne, president of Bason Asset Management.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
Morgan Stanley Launches Sustainable Investing Group With $10B Target
The bank also pledges $1 billion in housing investments and sets up a fellowship program to help grow the initiative.
AARP Blasts Social Security Benefit Increase as Too ‘Small’
The 1.5% COLA will “quickly be consumed by the rising costs of basic needs like food, utilities and health care,” says AARP.
5 Creative Ways to Find Retirement Clients
Here's how five financial advisors are using powerful prospecting techniques to gain trust, visibility and, ultimately, new business.
Your Sales Pipeline’s Dark Side
Failure to understand and manage these perils in your pipeline will just cause you to work harder, or worse, you will get discouraged and quit.
Shutdown Plays Havoc With Federally Funded Nonprofits
For example, the federal Women, Infants and Children food program is set to start cutting off food to low-income mothers and children.
Selecting Child Care: An Underwriter’s Perspective
After being out of the office for a few months on maternity leave, it was time to put down my diaper bag and pick up my briefcase. Then I had to start evaluating my options for child care.