Economy & Markets
The important economic and stock market news that advisors need to know.
Spend Like There Is a Tomorrow
By Susan L. HirshmanAs I write this article, I am having an outer body experience. I can swear I am in the midst of a Seinfeld episode. But...
March 27, 2008
Beyond Stocks and BondsAt a time when financial market conditions are going from bad to worse, experts believe that those who can afford to put some of their retirement savings into alternative assets will increasingly be looking to do so.
March 13, 2008
Wrap Product Guarantees Managed Account IncomeThe Phoenix Companies Inc. is helping an investment manager give wealthy clients a tool for generating retirement income from custom-designed investment accounts.PHL Variable Insurance Company, ...
March 13, 2008
Wrap Product Guarantees Managed Account IncomeThe Phoenix Companies Inc. is helping an investment manager give wealthy clients a tool for generating retirement income from custom-designed investment accounts.PHL Variable Insurance Company, ...
March 07, 2008
Feds Could Lighten Trust Unrelated Income PenaltiesRelief could be on the way for charitable remainder trusts that intentionally or unintentionally earn substantial amounts of unrelated business taxable income.The Internal Revenue Service ...
March 03, 2008
All Commodities Are Not Created EqualWith traditional markets in the doldrums and Asian economic growth on a tear, commodities are among the hottest investments around. There's a case to be...
March 01, 2008
Making your income predictableThe following is based on one of The Covenant Group's clients, Colin. All of the names and telling details have been changed. When Matt helped Colin prepare his income and expense pro forma, he gave him the solution to his greatest business
March 01, 2008
A Temporary Band-Aid, Not a FixOn August 31, 2007 the United States crossed a historic fiscal milestone, or millstone, as the national debt topped $9 trillion, according to the Bureau...