Economy & Markets
The important economic and stock market news that advisors need to know.
How a Top Advisor Uses Income Funds
By Ed McCarthy, CFP, RICPThis month's scenario: Clients are a retired couple in their early 70s, who have relied on interest income to supplement their pensions and Social Security....
July 19, 2010
Advisor alert: SMA 10th anniversary highlightsThe September issue of Senior Market Advisor will be our 10th Anniversary Issue. I know it's only July, but our editorial team is already piecing together a really cool retrospective of the last decade.
July 19, 2010
The Problem With Showing Clients Short-Term ResultsDuring a recent client review, the performance report indicated that his trailing returns were approximately +22.0% (12 months), -1.20% (three months), and -0.10% (one month)....
July 12, 2010
Four things every Medicare agent should knowOn June 1, 2010, the Medicare landscape changed. What you don't know can cost you sales or, at a minimum, lost opportunities to save your clients' money.
July 09, 2010
Equity Funds, Bonds Poised for Better Third QuarterLipper analysts see strong corporate earnings and recent flows into bond funds as good signs for the second half of 2010.
July 09, 2010
LPL Mid-Year Outlook Expects Economic 'Tailwinds' to Keep U.S. Sailing Toward Expansion"The recovery is over. Welcome to the expansion," independent broker/dealer giant LPL Financial Corp. asserts in a mid-year outlook report released Thursday, July 8, that expects the U.S. economy and markets to stay on course for growth in 2010.
July 08, 2010
PIMCO's Gross Sees Lower Market Returns AheadThe perspectives shared by PIMCO Managing Director Bill Gross and his colleagues, such as Mohammed El-Erian and Paul McCulley, have earned them respect and a popular following before and during the financial crisis.
July 07, 2010
Lower Returns Ahead, says PIMCO's GrossBut the weak markets do present investors with some good global buying opportunities, notes a PIMCO analysts.