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.
Whatever happened to fiduciary responsibility? Dump Paulson's plan
By John SullivanForgive 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
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...
May 28, 2008
Tobacco, trans-fat ... investing?The 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
"Enhanced cash" products not equal to money market fundsAccording to the Investment Company Institute, there are a number of products that mimic money market funds, but are not registered with the SEC and...
May 28, 2008
Reverse mortgages as retirement plans16% - Percent of boomers who would consider a reverse mortgage to take care of their own long-term care needs and costs. 74% -...
May 28, 2008
(Mis)understanding SIVs in the boomer marketStructured investment vehicles have had some bad press recently thanks to their association with sub-prime securities. But, according to Morningstar's Rachel Barnard, SIVs are not...
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...