Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2017 Markets: The Great Unknown
By Danielle AndrusInvestment Advisor's Asset Allocation panelists Gary Shilling, Sam Stovall and more deliver their outlooks for the markets and economy in 2017.
December 22, 2016
Former FDIC Chair Bair Has a Plan to Reduce Student DebtNow president of Washington College, Bair likens the student loan crisis to the home mortgage crisis she dealt with in the past.
December 22, 2016
Department of Labor’s 2016 by the NumbersA changing administration portends a change in direction, but heres how the DOL did in 2016.
December 21, 2016
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump RallyThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
Investors Beware: Tax ‘Volatility,’ Regulatory Upheaval on HorizonFriedman and Valliere look at changes in retirement, tax, entitlement and investing policies coming in 2017.
December 21, 2016
Sex, Drugs and Pay-to-Play Fraud Hit New York Pension Fund: SECTwo brokers were charged with providing thousands of dollars in gifts to a former NY state pension fund official in exchange for billions in business.
December 21, 2016
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of RecordsThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.
December 20, 2016
9 Ways to Save on Taxes in RetirementNo matter how much your clients have saved for retirement, a tax break will help them stretch every retirement dollar.