Economy & Markets
The important economic and stock market news that advisors need to know.
Wrap Product Guarantees Managed Account Income
By Staff WriterThe Phoenix Companies Inc. is helping an investment manager give wealthy clients a tool for generating retirement income from custom-designed investment accounts.PHL Variable Insurance Company, ...
March 01, 2008
Making your income predictableThe following is based on one of The Covenant Group's clients, Colin. All of the names and telling details have been changed. When Matt helped Colin prepare his income and expense pro forma, he gave him the solution to his greatest business
March 01, 2008
A Temporary Band-Aid, Not a FixOn August 31, 2007 the United States crossed a historic fiscal milestone, or millstone, as the national debt topped $9 trillion, according to the Bureau...
March 01, 2008
A New Global Force?Sovereign wealth funds -- government-owned funds often amassed from petrodollar surpluses and geared toward investment in foreign industrial and financial assets -- have become seemingly...
March 01, 2008
Subprime ProphetGary Shilling meets me at the bar of the restaurant with a large plastic jar in his hands. Since developing a serious beekeeping hobby a...
March 01, 2008
Healthy EntranceStocks in health care, including biotech and pharmaceuticals, are poised for higher levels in 2008 - thanks to present valuations, developing pipelines and acquisition horizons,...
March 01, 2008
Partnerships for 2008Many moons ago, I believed everything I had been told about partnerships. I believed they were even less stable than marriages; that 90 percent of...