Economy & Markets
The important economic and stock market news that advisors need to know.
homes and their jobs at an alarming rate
By Staff WriterA mericans continue to lose their homes and their jobs at an alarming rate. The Bureau of Lab or Statistics reported 1,330 mass layoffs in the third quarter,...
January 01, 2009
Fixed Income RulesMany funds, fund categories and stock- market indexes have dropped by about 40 percent through December 4, 2008, according to Lipper. The Dow Jones, for...
January 01, 2009
More Pain, Then Pleasure (Maybe)Hindsight may always be 20/20, but in these market and economic times, the cognoscenti seem to agree that even perfect vision and an understanding of...
January 01, 2009
Now Is a Good Time toThese are difficult times for clients and advisors alike, but that doesn't mean you shouldn't be taking some specific practice management actions in response. Your Staff....
January 01, 2009
In Troubled Times, Give 'Em HopeI have been in your shoes. Everyone is telling you to be positive, to take the initiative and call your clients--but that's the last thing...
January 01, 2009
Americans continue to lose their homes and their jobs at an alarming rateAmericans continue to lose their homes and their jobs at an alarming rate. The Bureau of Labor Statistics reported 1,330 mass layoffs in the third...
January 01, 2009
The Soaring NinetiesThe 1990s began with the stock market edging to new highs. The Dow Jones Industrial Average, having made its first close above 2,800 on January...
December 31, 2008
What are the best and worst attributes you look for (or look to avoid) in an advisor?For me, it's honesty. I want a straight shooter. I have been burned in some investment opportunities over the years, so I put my top priority in an advisor as being somebody I have faith to do right by me. As you can guess, dishonesty is the