Retirees Not Saving Enough
By Elizabeth D. FestaData from a new study of the recently retired prepared for Putnam Investment underscores the need for employees to invest more aggressively before retirement, as Social Security, traditional defined benefit and cash balance plans remain the largest source of income for households.
January 01, 2005
About The ManagerRobert L. Lee, CFA, is senior VP of Sentinel Advisors Company in Montpelier, Vermont, as well as being Mid Cap Growth Team Lead Portfolio Manager. In...
January 01, 2005
Mary MettlerMary A. Mettler, CFP 4462 24th Street San Francisco, California 94114 Phone: 415-826-0357 Fax: 415-826-4362 E-mail: [email protected] Year Practice Began: 1992 Number of Advisors in office: 1 Number of clients: 7 Compensation method: Fee-Only Fee...
January 01, 2005
South American Funds Turn NorthLatin American stocks and mutual funds focused on that region have had a resurgence over the last two years. That's largely because of China's strong...
January 01, 2005
Acquisitive FidelityConsolidation in the clearing business continues apace. As Investment Advisor went to press, National Financial, Fidelity Investments' clearing arm, announced on Dec. 16 that it...
January 01, 2005
Happy Anniversary to Us!We often use this space to relate the accomplishments of the extended IA family. This month, we'll pat ourselves on the back. 2005 marks the...
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...
January 01, 2005
An Online Tool to Manage DB PlansHave you contemplated managing defined benefit plans but recoil at the thought of working with pension attorneys and actuaries? Well, CCA Small Business Group in...