Economy & Markets
The important economic and stock market news that advisors need to know.
Holiday trends
By staff Writer28%: Percent of people surveyed who say their workload increases during the holidays; 42% say it stays the same. 7.4%: Percentage of people age 65 and over who travel over the holidays. This is down from 8.7% for the rest of the year.*
December 16, 2007
Study Challenges Conventional Approach To Asset AllocationIncorporating a fixed income annuity into a retirement income account yields greater long-term wealth and income security for boomer investors than does a portfolio comprising ...
December 12, 2007
MetLife Renames Lifetime AnnuityAn insurer is trying to draw more consumer attention to the risk that some retirees may outlive their retirement income.A unit of MetLife Inc., New ...
December 03, 2007
Why the Subprime Bounce Will be Short-LivedBanks, brokerage firms, and other sectors that are linked to the moribund housing and mortgage industries got a much-needed lift last week when the Treasury announced plans to extend teaser rates on a number of troubled loans.
December 01, 2007
A Boon to Investors and AdvisorsThere is a bit of down-home feel about my lunch with Noel C. Archard, Head of Product Development at iShares. The restaurant serves traditional Neapolitan...
December 01, 2007
Finding the Next GoogleWhen I was an undergraduate at Columbia in the mid-1970s, students at the university's top-notch School of Engineering had a reputation of being socially awkward...
November 18, 2007
Helping Clients Through The Thickets Of The Own-Occ DefinitionFrom the perspective of a disability insurance claims consultant and an expert witness for inappropriately denied claims, it seems as if the number of denied ...
November 18, 2007
Helping Clients Through The Thickets Of The Own-Occ DefinitionFrom the perspective of a disability insurance claims consultant and an expert witness for inappropriately denied claims, it seems as if the number of denied ...