Five Questions for a Top Retirement Advisor
By Janet LevauxA conversation with Robert Haley, JD, CFP, Advanced Wealth Management/Commonwealth Financial Network, Portland, Ore.
August 12, 2009
Ben Stein gets pink slip from gray ladyIf you live in a state where Comcast operates, you've likely been inundated all summer long with the "Shaq&Stein" series of commercials pairing the odd couple of Ben Stein and Shaquille O'Neal.
August 12, 2009
Today's Greater Need for Retirement IncomeAdvisors take note: Recent research shows that clients need to cover at least a portion of their cash flow requirements with guaranteed income.
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 11, 2009
Gary AluiseGary Aluise has been promoted to senior vice president of LIMRA and LOMA. Currently, Aluise serves as vice president and managing director of International Operations. He has been in the insurance industry for almost 35 years.
August 11, 2009
Gary AluiseGary Aluise has been promoted to senior vice president of LIMRA and LOMA. Currently, Aluise serves as vice president and managing director of International Operations. He has been in the insurance industry for almost 35 years.
August 11, 2009
The Authentic Fiduciary Standard--What's the Fuss About?Recent discussion in some quarters has focused on the "similarities" between the fiduciary and "arm's length" standards. The clear implication appears to be: What's all the fuss about whether investors retain fiduciary advisors or not?
August 11, 2009
Ten questions to answer before you meet prospectsAs the recession decimates the retirement accounts and life savings of, well, just about everyone, more investors are turning to financial advisors for help (30 percent say their advisor is the most important aspect of overall satisfaction,
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