Stress-Testing Retirement Plans
By Ed McCarthy, CFP, RICPStress-testing -- also known as scenario analysis -- starts with a base case developed on reasonable assumptions for key variables, such as higher inflation and lower portfolio returns.
August 10, 2009
Time to Market Myself AgainAs long as I have been in this business, there have been periods of sowing and periods of harvesting. It is very rare--at least in...
August 04, 2009
Why your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed and
August 04, 2009
Why your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed and
August 03, 2009
The Trick on Repositioning Client AssetsI'd like to share my views and get your thoughts on a specific part of the money management process. As I gain new clients for...
August 01, 2009
RJFS Advisor Shares Advice With Community During Hard TimesThere's lots of talk these days about how advisors can best reach out and strengthen their reputations and businesses during the economic turmoil. Mitch Kauffman,...
August 01, 2009
Editor's Note: Change Partners"These great Wall Street firms survived the Depression," pointed out Tom Bradley, "yet they couldn't survive this. Maybe it's because back then they were partnerships."...
August 01, 2009
Broker/Dealer Briefing: Fidelity Enhances Broker WorkstationFidelity's National Financial unit announced July 13 enhancements to its Streetscape brokerage platform, including the addition of Thomson One wealth management applications, that will be...