Advisors Shift Portfolio Techniques
By Ed McCarthy, CFP, RICPIn response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.
June 09, 2009
Affluent investors show no optimism30% -- Percentage of high-net-worth investors who say they are pessimistic about their finances. 74% -- Percentage of millionaires who say they feel less wealthy than they did last year. 59% -- Percentage of high-net-wo
June 09, 2009
Ramani AyerRamani Ayer is retiring from Hartford Financial Services Group Inc. Ayer served as chairman and chief executive officer for the company since 1997.
June 09, 2009
Best practices checklist for your Web siteThese days everyone needs a Web presence, even if it's a simple one. Terry Morris provides a checklist of best practices for you to consider as you lay out your Web site.
June 09, 2009
Selling a C Corp - Negotiate hard for a stock saleC Corp owners take note -- you must understand the ramifications of the stock sale versus the asset sale.
June 09, 2009
Dorsett to preside over LISAVeris Settlement Partners' Russel Dorsett has been elected the new president of LISA, the Life Insurance Settlement Association. He has been on LISA's board since 2007 and has acted as vice president since last year.
June 09, 2009
Groups applaud proposed retirement security legislationRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 09, 2009
Wealthier Americans continue to economizeUpper-income Americans, or those who earn $90,000 or more per year, brought May to the lowest average daily spending rate of the year.
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