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.
Behavioral finance turned on its head
By Staff WriterFinancial 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...
May 28, 2008
A case of irrational calm?Not everyone can be as prescient as Alan Greenspan, especially Ben Bernanke. His effort to predict the consequences of the sub-prime mess have been less...
May 28, 2008
Keeping up with clientsAccording to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...
May 28, 2008
Let's hope it's wrongSudeep Reddy reports on the Wall Street Journal's blog that the coming recession will be the worst since the 1970s, at least according to Merrill...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Putting IRAs to workAccording to a survey by AARP Financial, 38 percent of workers over 50 do not understand how an IRA works. Helping clients save for their...
May 28, 2008
Oil - $200 a barrelIn what will surely renew the call for energy independence, OPEC's president on Monday warned that oil prices could hit $200 a barrel and there...
May 28, 2008
Boomer retirement: "When it's over, will America look better, worse, or just different?"Megan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...