Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Riding high on write-downs
By Staff WriterYou know it's a weird market when a multi-billion write-down causes stocks to soar. But that's what happened Tuesday after Switzerland's largest bank, UBS AG,...
May 28, 2008
Targeting client prioritiesCandace Bahr and Ginita Wall have some suggestions for working with female clients in their book, "It's More Than Money - It's Your Life!" The...
May 28, 2008
Feeling insecure with the Fed and free-marketsBeing a staunch free-market guy, I'm having considerable trouble defending the Bear Stearns bailout by the Federal Reserve (all right, technically it's a "guarantee"). I...
May 28, 2008
Whatever happened to fiduciary responsibility? Dump Paulson's planForgive the clich?, but we have seen the enemy and he is us. Doug Dachille, writing in the Wall Street Journal, echoes my column this...
May 28, 2008
Retirement and working80 - Percentage of baby boomers who plan to work at least part time in retirement. 35 - Percentage of boomers who say they'll work simply...
May 28, 2008
The long and short of itInvestors looking for a safe place to invest have turned increasingly to long-short funds, which can buy stocks or bet against them by selling them...
May 28, 2008
Active ETFs need tweakingActive exchange-traded funds may be on the horizon; PowerShares has approached the SEC with a proposal for a group of active ETFs, the first firm...
May 28, 2008
Critical care for the boomer portfolioReal estate and health care - could there be two more volatile topics at the moment? Try combining them. The November issue of Boomer Market...