Fund Managers on MLPs, Returns & Opportunities: Weekend Interview
By Ed McCarthy, CFP, RICPFive fund managers discuss trends affecting master limited partnerships and the role MLPs play in investor portfolios.
July 11, 2011
Annuity selling: How to handle the dreaded 'shopper'As you meet with prospects and hope to get a sale, you may soon realize that they were just "shoppers," and they wasted your time and effort. Why not find out--up front--if these individuals are serious about seeking your help?
June 30, 2011
SEC Warns Investors About Principal Protected NotesThe complexity of some high-end investment products has FINRA and SEC warning investors to look before they leap.
June 22, 2011
Fed Leaves Rates Unchanged; No Plans for QE3The Fed announced that it is making no change to U.S. interest rates. In addition, it has no plans for a QE3 when QE2 ends on June 30.
June 07, 2011
The DI StoryI recently attended a disability income meeting in Scottsdale, where I heard lots of stories from producers
May 23, 2011
CIGNA Wins Big in Supreme CourtA unanimous decision by the U.S. Supreme Court on May 16 has significantly narrowed the grounds an employee can use to sue for additional pension benefits based on errors in a plan's summary plan description (SPD).
May 22, 2011
CIGNA Wins Big in Supreme CourtA unanimous decision by the U.S. Supreme Court on May 16 has significantly narrowed the grounds an employee can use to sue for additional pension benefits based on errors in a plan's summary plan description (SPD).