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.
Tobacco, trans-fat ... investing?
By Staff WriterThe Supreme Court recently heard arguments in a case brought by a South Carolina man who alleged his employer, DeWolff, Boberg & Associates Inc., mismanaged...
May 28, 2008
Bending the rulesSome rules were made to be broken. Christine Benz of Morningstar highlights some misleading conventional wisdom. "It's possible for a fund to have an unblemished record...
May 28, 2008
The worst ex-Fed chairman ever?I make no bones about the fact that I liked Alan Greenspan better as Fed chairman than as ex-Fed chairman. His comments in the past...
May 28, 2008
Why you need a succession strategyCerrulli Associates estimates that more than 56 percent of broker/dealer affiliated advisors are over 50, and the average age is 52. With 40 percent of...
May 28, 2008
Pity the lay journalistWe journalists aren't known for our analytical skills; we're a decidedly right-brained bunch. As subjects go, we're heavy on english and history - math and...
May 28, 2008
Boomer advisor BRIC alertIf your clients are invested in the so-called BRIC countries, pay attention. Thanks to a surge in recent weeks, the Yuan ended 2007 up nearly 7...
May 28, 2008
Morgan Stanley to make cutsAnd on it goes. The Wall Street Journal reports Morgan Stanley will cut its U.S. residential mortgage operations and close its U.K.-based residential mortgage lending...
May 28, 2008
Behavioral finance turned on its headFinancial Times columnist John Authers recently apologized to U.K. mutual fund investors for regularly haranguing his Brit compatriots for acting dumb; they buy into funds...