Estate tax remains in limbo
By Brian AndersonFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 20, 2010
You are cordially not invitedYou've no doubt heard the expression, "What if they gave a party and no one came?" Well, our rich uncle in Washington gave a party and didn't invite anyone. The most recent example of this is disgustingly tragic.
January 20, 2010
A Powerful Rebound for TDFsThe stock markets' rebound in 2009 has benefitted 2010 target-date funds (TDFs), with many staged solid recoveries, according to a recent Morningstar report.
January 20, 2010
Fund Portfolio Solutions from a Top AdvisorEach month in this column, we ask an advisor about the mutual funds he or she would consider for a simplified client scenario. Here's this...
January 20, 2010
Alternative Strategies Gaining MomentumHedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...
January 20, 2010
What's Truth Got to do With It?As Wall Street banks announce their 2009 bonus plans, estimated by WSJ to be $145 billion, what better time is there to discuss whether Wall Street firms can win back the trust of investors?
January 19, 2010
The new retirement challengeSeniors and their advisors must redefine their idea of retirement to be successful.
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