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.
The worst ex-Fed chairman ever?
By John SullivanI 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
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...
May 28, 2008
The folly of accountabalismOur Trend of the Week reminds me of one of Harvard Business Review's Breakthrough Ideas for 2007. Marketing consultant David Weinberger warned that accountability at...
May 28, 2008
Invincible American Funds takes a hitAfter successfully dodging the bond-market storm earlier this year, The Wall Street Journal reports, several big mutual funds thought the worst was over. It was...
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...