Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The 6% Retirement Income Solution
By Elizabeth D. FestaRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
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.
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...
August 20, 2008
Battling inflationA number of products have recently been touted as ways to reduce the effects of inflation on client portfolios. Which products have you found to...
August 18, 2008
GAO Questions PBGC Portfolio Risk AnalysisAnalysts at the U.S. Government Accountability Office are criticizing the stochastic modeling methods the Pension Benefit Guaranty Corp. has used to justify its new investment ...
August 18, 2008
GAO Questions PBGC Portfolio Risk AnalysisAnalysts at the U.S. Government Accountability Office are criticizing the stochastic modeling methods the Pension Benefit Guaranty Corp. has used to justify its new investment ...
August 11, 2008
Barclays Launches 529 Plan With a TwistBarclays Global Investors and Upromise Investments recently launched the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs).