401(k) run-down
By staff Writer33.9%: Percentage of people between 55 and 64 who owned an IRA at the end of 2005. 2.7%: Percentage of workers without a high school diploma who have an IRA, compared with 46.5 percent of those with a graduate degree. 15.4%: Percentag
June 03, 2008
Cushioning the fall25% - Approximate percentage of boomers who are pulling money from their 401(k)s to pay day-to-day expenses. 27% - Percentage of younger boomers who...
June 03, 2008
When going green doesn't make "cents"In college, a socialist friend of mine used to say Americans would only do something about the problem of acid rain when they saw the...
June 03, 2008
Challenging the resistanceClients who aren't sure about certain aspects of their advisor's plan may be hesitant to follow what may be very good advice. According to Lewis...
June 03, 2008
Investing in themesTheme investing, like most other things, has its good and bad. If you're choosing funds by looking at broad trends, there are some issues to...
June 03, 2008
Consumer confidence hits 16-year lowWe really don't want to report this next story ... really, we don't. The Wall Street Journal writes that consumer confidence weakened more than expected...
June 01, 2008
Pieces of a great presentationEvery speech or presentation should have an objective, something that keeps the entire thing on track. Without it, an audience is treated to a rambling, incoherent string of thoughts or, worse yet in a financial seminar, an information dump -
June 01, 2008
Advice from the industryAre variable annuities the best resource for seniors? It depends who you talk to; more importantly, getting the right product match is always crucial. "I've had clients on the VA side who've gone into the equity indexed end who've seen their
Commentary