Boomers look for safe haven in annuities
By Danielle AndrusBaby boomers are turning to immediate annuities as a safe haven, according to CNNMoney.com. "We are getting some CD money and some that would be going...
January 15, 2009
SEC Commissioner: Rules between advisors and broker/dealers need to be "harmonized"SEC Commissioner Kathleen Casey believes rules for investment advisors and broker/dealers are out of sync. Casey said Wednesday she "strongly believed" that rules needed to...
January 15, 2009
Zero-percent income increase for America's seniorsFor the first time since cost-of-living adjustments went into effect in 1975, the 37 million American seniors who receive monthly Social Security checks are forecast to receive no increase whatsoever. Since automatic raises were first established,
January 14, 2009
Firm stability and fund selection trump performance as key drivers of mutual fund loyaltyMarket volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
January 14, 2009
Americans demand clarity, transparencyA survey of 1,214 American homeowners and investors conducted by Siegel+Gale found 84 percent are more likely to trust a company that doesn't use industry jargon in communications. Seventy-nine percent say a government mandate that
January 14, 2009
Even in tough times, success is still the standardIs it still possible, in what seem to be the worst of economic times, to make a strong go of it? Chuck McAleer, CLU, ChFC, senior vice president of sales and marketing for Mutual Trust, says that despite ongoing challenges in the economy and further
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