Economy & Markets
The important economic and stock market news that advisors need to know.
Need An Alternative To The 1031 Exchange? Consider A CRT
By Benjamin HillA potential alternative to the traditional 1031 exchange is the guaranteed lifetime income trust; technically, a charitable remainder trust.
February 11, 2010
Infrastructure Investments Occupy Unique NicheInflation protection and diversification on list of potential benefits of a new global fund.
February 11, 2010
What to do when your client is screwed?Your client is 50, laid off and hasn't saved a dime (okay, if this is really the case he probably isn't your client, but stay...
February 08, 2010
LIMRA: Roth IRA Rules Often A MysteryOnly about half of current individual retirement account owners say they know about the new Roth IRA conversion rule change.
February 04, 2010
Disability insurers enjoy moderate successFourth quarter profits for several insurers beat analysts' expectations, Reuters reports, if only slightly. Profits for supplemental disability insurance provider Aflac were boosted by strong sales...
February 01, 2010
The ETF Advisor: S&P 500 ETFs[Editor's Note: This is a longer version of the article which appeared in the print edition of Investment Advisor, Februrary 2010 and includes S&P rankings...
February 01, 2010
Our Panel of Experts' Projections for 2010Every January, just after the turn of the New Year, Investment Advisor's editors pick the brains of our Asset Allocation panelists, asking for their projections...
February 01, 2010
'09 Fixed Income Results: 'Quite a Year,' Analysts SayThough General U.S. Treasury Funds lost 4.77 percent for December to finish the year down 6.47 percent, notes Jeff Tjornehoj, research manager for the U.S....