Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Scared Stockless: How Advisors Calm Jittery Clients
Despite the run-up in the market, client enthusiasm for equities has evaporated since the crisis in 2008, with stock ownership at its lowest point since 1998.