Using Annuity Laddering For Retirement Income
By Joseph F. CoughlinWhy is there such a gap between what retirees want--a steady, guaranteed stream of income--and what they traditionally do with their retirement savings?
October 01, 2005
Getting A Bigger Piece Of The Worksite PieVoluntary employee benefits are developing into a distinct market of their own, shaped by employers' need to be creative in recruiting and retaining workers while holding down costs by asking workers to take more responsibility
October 01, 2005
Behind the Numbers, with Mark BalasaThe Alpha Group has the lowest cash allocation of any of our panelists, simply because, according to Mark Balasa, while cash is safe, there are...
October 01, 2005
Speeding Up the ProcessFive years ago, it took over seven months to complete the sale of a financial services practice, from listing to closing. Now, data gathered for...
October 01, 2005
A Pioneer Passes AwayThe financial planning pioneer, author, association leader, and mentor Harold W. Gourgues Jr. died of pancreatic cancer on August 18 at age 67; his funeral...
October 01, 2005
Financials Come in All FlavorsFinancial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed...
October 01, 2005
Portable Alpha InvestingInstitutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers...
October 01, 2005
The Local SolutionTip O'Neill said all politics is local. The corollary for financial planners and investment advisors--at least for those who are independent and independent minded--is that...