HNW Investors’ Needs Differ as Wealth Increases: Cerulli
Contrary to popular notions, the wealthiest 1%–2% of American investors are a variegated lot.
65? 70? 80? What’s the Real Retirement Age These Days?
A spate of recent reports indicates that retirement age is just a number — a moving target, at that.
Americans Keep Pushing Off Retirement Plans
It is said that numbers don’t lie, and when it comes to retirement planning, the recent numbers are downright distressing.
How to Market to, and Meet the Needs of, Same-Sex Couples
Three suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.
Americans, and Their Money, Flee High-Tax States
Much is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.
The Modern Family Advisor: What the Repeal of DOMA Could Mean for Clients and Your Practice
The legal and financial world has been changed for same-sex couples, and the implications for advisors in guiding those couples are nearly as dramatic.
Booming Housing Market Boosts U.S. Economy
With new home sales 29% higher than a year ago and home prices rising, the real estate market has established itself as a leading force in buoying the U.S. economy.
Gas and Cigarettes: The Tax Sticks That Keep On Hittin’
A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?
Jeremy Grantham: Not as Much Stock Doom With GDP Gloom
In his quarterly letter, GMO’s chief market pessimist Jeremy Grantham reviews new data related to “likely lower GDP growth”—and presents a positive outlook.
10 Worst Districts for Women’s Pay Revealed; Senators Push Paycheck Fairness Act
Senate democrats gathered on Capitol Hill Wednesday to push for passage of the Paycheck Fairness Act, legislation that would help close the pay gap between women and men working equivalent jobs.