Economy & Markets
The important economic and stock market news that advisors need to know.
Balancing Predictability and Volatility
By Ed McCarthy, CFP, RICPThe market's volatility has reinforced the need for diversification among income sources in retired clients' portfolios, and a recent study, "Four Strategies for Retiring Clients,"...
November 01, 2008
Russian LessonEarlier this year, when it became clear that the U.S. economy was at risk of a recession, some economists claimed that the global repercussions of...
November 01, 2008
Trust and ContextAmong all the numbers surrounding the current economic crisis--$700 billion for the bailout of the toxic mortgages (or will that be used to buy stock...
November 01, 2008
Research RevolutionFor years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...
October 27, 2008
Foreclosure marketsStockton, Calif. Las Vegas, Nev. Riverside, Calif. Bakersfield, Calif. Fort Lauderdale, Fla. Phoenix, Ariz. Sacramento, Calif. Orlando, Fla. Fresno, Calif. Oakland, Calif. Source: RealtyTrac U.S.
October 23, 2008
Ask the Expert: Positioning the guaranteed withdrawal benefitHow do I position the advantage of a fixed indexed annuity (FIA) having a guaranteed withdrawal benefit versus a managed payout fund?
October 22, 2008
Ask the Expert: Positioning the guaranteed withdrawal benefitHow do I position the advantage of a fixed indexed annuity (FIA) having a guaranteed withdrawal benefit versus a managed payout fund?
October 22, 2008
VA Living Benefits Get UpdatesThe U.S. arm of a Canadian financial services company has replaced the benefits guarantee options available with the Masters variable annuities with new guarantee options.Sun ...