Economy & Markets
The important economic and stock market news that advisors need to know.
A Mea Culpa, With Attitude, From Warren Buffett
By James J. GreenAnnual shareholder letter suggests economic woes will last through 2009, and "probably well beyond"
March 01, 2009
Vanguard Adds Bond-Index FundVanguard says it has introduced a new broad-market bond index fund for use by Vanguard funds, including Vanguard's 11 Target Retirement and four Life Strategy...
March 01, 2009
Second Thoughts on First ImpressionsThe name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...
March 01, 2009
Will Obama's Plan Rebuild the Economy?In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...
March 01, 2009
News: A Sense of Resolve?As we went to press, the White House and Congress have agreed to a $789 billion stimulus package of spending and tax cuts proposed by...
February 28, 2009
With all the economic uncertainty out there, what financial product/instrument are you avoiding?"I'm avoiding all the get-rich-quick stuff. I'm old enough to not be doing anything risky. But even if I was younger, I wouldn't fool around, or even listen to anybody promising me the moon. No risky stuff at all. I
February 28, 2009
The opportunity of a lifetime (part 2)Our customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial
February 27, 2009
It's a Recession: Do You Know Where Your Marketing Is?In this month's podcast, author and guru Mitzi Crall offers insider advice on how insurance agents can remain successful during and beyond the economic downturn with...