Economy & Markets
The important economic and stock market news that advisors need to know.
Annuity strategies for anxious clients
By Stefanos LoisouSenior Financial Workshops We have available today an ever-evolving number of strategies, including immediate, fixed and fixed index annuities, life insurance and long-term care programs, which can be utilized and tailored to clients' specific
July 21, 2009
Constructing a Disability Insurance PlanWhen constructing a proposal, what are the important features one should consider? Well before answering that question, the financial planner or agent should have met with the client (of course) and completed a questionnaire
July 16, 2009
What's French for crazy?"Geithner, French Officials Discuss Stimulus." Zut alors! Haven't read a scarier headline to a major news story in quite a while. When experiencing periods of...
July 14, 2009
Income Annuity Offers HelpA new fixed immediate annuity is offering family resource benefits and an option to help customers cope with inflation.
July 09, 2009
Have you hugged a boomer today?Thank boomers for periods of low market volatility? Actually, yes. As Newsweek notes, there was a glorious time between the mid-1980s and 2007 when inflation...
July 08, 2009
Survey: DB Plans Have HopeMany of the U.S. employers that sponsor defined benefit pension plans want to keep them going.
July 06, 2009
Survey: Race Shapes SavingsEven after adjusting for income differences, African-American and Hispanic workers are contributing less to 401(k) retirement plans.
July 01, 2009
Reviewing the Reviewer: Searching for Alpha, July 2009The biggest risk to equities may well be the attractive return offered by bonds.