Economy & Markets
The important economic and stock market news that advisors need to know.
Involved Pentamillionaires
By Kara P. StapletonThe number of American millionaire households reached almost six million in 2007, according to Spectrem Group 's recent study, The Millionaire Investor, which is based...
June 01, 2008
What Is the Shape of Things to Come?Who: Alvin Toffler Where: Bel Air Hotel, Los Angeles, CA, April 9, 2008 On the Menu: Accelerating time, changing spatial relationships and shared knowledge. --- In 1970, around the time when...
June 01, 2008
Counting on ConsumersIn the U.S. and overseas, shoppers are looking for good value, which is good news for a select group of companies. --- Neil CurrieUBS203-719 [email protected] Coverage Area: Drug-Based...
June 01, 2008
How Will Capitalism Work in 2038?In the early1990s, I got a job at an organization called Business International. For those who are not readily familiar with the communist ethos, the...
May 31, 2008
Careful communication is key with senior clientsYou are so right about disclosure checklists and communication ("10 steps to prepare prospects to say 'yes,'" May 2008). Senior clients need to be treated special and breaking down each aspect of the product or service is
May 30, 2008
Guardian Survey: Fear of Losing Income Due to the Economy Equals Fear of Losing Income Due to DisabilityDespite job-security worries stemming from current economic conditions, it appears that U.S. employees are just as concerned about the possibility of losing their ability to earn an income due to an unexpected illness or injury, according to a recent
May 28, 2008
Boomer savings plans47% - Percent of boomers covered by a defined benefit plan. 50% - Percent of people born in 1946 who have a 401(k) or...
May 28, 2008
Financial houses in the clear?Larry Kudlow says financial stocks are a good buy, but we're not so sure. Yes, we agree the large financial houses are taking necessary steps...