When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?
It’s not just the automakers—an increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
Top 25 ‘Heroic’ U.S. Companies That Invest in U.S.
The Progressive Policy Institute released its list of companies that are “betting on America” by making significant domestic capital expenditures.
Smaller Private Foundations More Generous Than Larger Peers in 2011: Report
The general public tends to know a lot about the activities of the big foundations–MacArthur, Gates, Ford–because most reporting focuses on the largest ones. But what about small to midsize private foundations?
The Regulator of Last Resort
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
Growth With Value: Ford Draper Jr.
After 40 years in the business, Ford Draper Jr. has seen it all—except something akin to current market volatility.
Tax Hike Needed
We’re conditioned to regard taxation as bad for the economy.
Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar
Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.
In the third quarter, an unusual situation arose in U.S. financial markets: dividend yield on stocks surpassed the interest rate on the 10-year Treasury bond. While some technical analysts saw this as a strong “buy” signal, and the market did subsequently rally, the real explanation is probably far less favorable...
Top 10 Terrible Predictions About Economy
On 11/11/11, while the world still exists despite some predictions otherwise, a review by AdvisorOne of 10 terrible predictions about the markets and the economy.
AARP: Value of Unpaid Caregivers Worth $450 Billion in 2009
A report released Monday by AARP’s Public Policy Institute put the value of unpaid care for a friend or family member at $450 billion in 2009.