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.
Media as a marketing tool
By Staff WriterSavvy advisors can take advantage of media opportunities as a marketing tool, according to Derrick Kinney in his book, "Master the Media to Attract Your...
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...
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...