Economy & Markets
The important economic and stock market news that advisors need to know.
Constructing a Disability Insurance Plan
By Larry SchneiderWhen constructing a proposal, what are the important features one should consider? Well before answering that question, the financial planner or agent should have met with the client (of course) and completed a questionnaire
July 09, 2009
Have you hugged a boomer today?Thank boomers for periods of low market volatility? Actually, yes. As Newsweek notes, there was a glorious time between the mid-1980s and 2007 when inflation...
July 08, 2009
Survey: DB Plans Have HopeMany of the U.S. employers that sponsor defined benefit pension plans want to keep them going.
July 06, 2009
Survey: Race Shapes SavingsEven after adjusting for income differences, African-American and Hispanic workers are contributing less to 401(k) retirement plans.
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.
July 01, 2009
Surviving the Muni StormThe next corner of the bond market that looks poised for a storm of epic proportions is the usually quiet and tame municipal bond market....
July 01, 2009
Finding Your Next Customer OnlineWho: Brian Fetherstonhaugh, Chairman and CEO, OgilvyOne Worldwide Where: Thalia, 868 Eighth Avenue, New York City, May 26, 2009 On the Menu: Gazpacho, frittata and changing consumer attitudes The global economic...
July 01, 2009
Mugged by RealityEditor's Note: This column has been adapted from Alexei Bayer's remarks at the Yale Club in New York City on May 5, 2009, upon acceptance...