The High Cost of Not Knowing Retirement Plan Fees
By Sam PriceAre clients who run companies at risk because they don’t understand their responsibilities as retirement plan sponsors? Here’s how you can help them understand their duties.
March 22, 2011
Why Is Congress Asking if We Can Afford to Treat Clients Right?Our intrepid blogger wonders why our elected representatives want to conduct a cost benefit analysis on doing the right thing
March 21, 2011
Three Retirement Buckets to Bail a Sinking ShipWith the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.
March 21, 2011
Fixed indexed annuities: Working the flexibility angleWell, if there was ever any doubt about the long-term viability of fixed indexed annuities, those worries have been erased these last couple of years.
March 21, 2011
In Allah We TrustThe rumor also notes that the Muslim exemption was based off of Islamic law's prohibition on insurance.
March 21, 2011
Making the Most of Tax SeasonTax time may generate high anxiety for millions of Americans rushing to get their returns filed on time.
March 21, 2011
We Need a Better FixIs the system broken? As a millennial, I am not on the cusp of retirement but if you pose this question to a boomer, they may have a more temporal answer.
March 21, 2011
Why and How I Use Individual Bonds in Client PortfoliosBond funds add an undesirable filip of risk, while there is a greater degree of predictability with individual issues.
Commentary