Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Mass Satisfaction:
By Jeff JosephA recent survey shows that well-off Americans have significant holdings in alternative investments, with that category broadly defined to include real estate, private equity, and...
September 01, 2008
Gratitude in ActionHere are four practices to consider in constructing your gratitude portfolio: Be specific--When thanking someone for a job well done, be specific about what you're grateful...
September 01, 2008
Striking While the Iron Is HotAttempting to cement its foothold in the fast growing dually registered advisor market, Fidelity Institutional Wealth Services (IWS) and its correspondent broker/dealer business, National Financial,...
September 01, 2008
Gratitude Is a Great InvestmentRecently, I built myself a gratitude portfolio--a set of practices that help me to experience and express gratitude--and it's yielding robust returns of greater happiness...
September 01, 2008
The 6% Retirement Income SolutionRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
September 01, 2008
The Greening of Urban AmericaThe importance of housing and the construction industries to the U.S. economy has probably never been more apparent than over the past year. Whether they...
August 31, 2008
Top 5 Life Changes and How to Use Your Portfolio to Address ThemIn anyone's life, changes will occur that will greatly impact both health and finances. As an insurance agent, you must be equipped to address the top five changes using the tools in your portfolio -- and those changes are death, disability,
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.