Economy & Markets
The important economic and stock market news that advisors need to know.
To Insure Longevity Risk Or Not: That Is The Question
By Dennis L. CarrThe goal of retirement income planning is to convert the client's nest egg into a stream of inflation-adjusted income that will last the client's lifetime. ...
August 01, 2007
What's Good for General MotorsWhen Chrysler, the No. 3 Detroit automaker, was teetering on the brink of bankruptcy in 1979, the Carter administration stepped in with $1.2 billion in...
August 01, 2007
Small by DesignAs we confirm our lunch appointment, Ted Charles comments on the famous selection of wine at 21 Club. We commiserate with one another that we...
August 01, 2007
The Art of the ReferralRecently, after listening to me speak about the referral process, several advisors privately admitted that although they work by referral only, they could not recall...
July 31, 2007
Make the most of QCCsTaxpayers who are looking for an income tax deduction, yet don't want to give up title to real property to a charity, should consider making a qualified conservation contribution. A QCC is a contribution of a qualified real property interest to a
July 30, 2007
Study Mulls Changing Face Of The U.S. WorkforceAmerica's employers may have as many as 4 distinct generations in the workforce for the first time in history, a new report points out.Because each ...
July 20, 2007
Earnings: Allstate, Torchmark, OthersLife and annuity operations did well at Allstate Corp. in the second quarter despite a sharp drop in sales of fixed deferred annuities.Allstate, Northbrook, Ill, ...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.