Economy & Markets
The important economic and stock market news that advisors need to know.
Hard Times in Office Space
By Alexei BayerWho: William E. Hartman, Executive Vice President, Cushman & Wakefield Where: Nocello, 257 West 55th Street, New York City, July 27, 2009 On the Menu: Gnocchi, salmon...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
August 27, 2009
Positive Economic Indicators IncreaseWhile there probably aren't a lot of people singing "happy days are here again," yet, there have been a number of encouraging signs in the recent economic news.
August 27, 2009
BHC Security Broker Income Up SharplySecurities brokerage income for bank holding companies reached almost $6.9 billion in first quarter 2009, up 45% from $4.7 billion in first quarter 2008.
August 27, 2009
BHC Security Broker Income Up SharplySecurities brokerage income for bank holding companies reached almost $6.9 billion in first quarter 2009, up 45% from $4.7 billion in first quarter 2008.
August 26, 2009
Is the Worst Really Over?The recent batch of news hasn't been good - just less bad than expected. But is it good enough to assume that the worst is really over?
August 26, 2009
Disability insurance: Completing the applicationCompleting the application is one of the most important phases of the sales cycle since so much depends on its accuracy and how thorough the agent was in its completion.
August 24, 2009
Calculating the Client's Savings RateThis week I updated a client's financial plan and refined my financial planning template by adding an additional metric. I have added an output page...