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By Richard HoeWhen my father died in 2002, he had a brokerage account. The broker, with one of the biggest wire houses, had him invested in some of the most aggressive stuff you can imagine.
August 03, 2011
On the BrinkA COUPLE of weeks ago, I spoke with a friend of mine who works for the NFL on what the outcome of the lockout was going to be. It was something that I was hesitant to bring up; for me, all a lockout would have meant was not watching the...
August 03, 2011
An Ideal Plan for Business Owners in a HurryAt a time when businesses nationwide are jettisoning defined benefit pension plans in droves because of the prohibitively high cost, a niche of the DB market is thriving: 412(e)(3) plans.
August 03, 2011
GAO Touts Annuities in Uncertain Retirement EnvironmentWant some free marketing material for your annuities business? Look no further than the U.S. Government Accountability Office.
August 02, 2011
Life insurance: A change in buyer's attitudesA new study by LIMRA and the LIFE Foundation finds that a sea change is taking place in the life insurance world. Increasingly, consumers are shifting toward a direct buying method for insurance products.
August 02, 2011
Life insurance: A change in buyer's attitudesA new study by LIMRA and the LIFE Foundation finds that a sea change is taking place in the life insurance world. Increasingly, consumers are shifting toward a direct buying method for insurance products.
August 02, 2011
Commodities and Portfolios: Listening Through the NoiseYes, commodities have been on a tear, but here’s an argument for including them, correctly, in clients’ portfolios.
August 02, 2011
Decisions, Decisions: Too Much Choice Hard for InvestorsAn academic study explores why too much choice is not good for retirement plan investors.
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