Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fixed-income alliance between giants
By John SullivanCharles Schwab clients will now have access to J.P. Morgan's fixed income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible...
April 26, 2010
Cloture Vote Fails in Senate on Dodd Bill; 2d Vote Expected Later in WeekSenate Republicans block debate on the financial services reform bill April 26, the GOP also vowed the same day to introduce an alternative financial services reform bill. A second vote is expected this week following more negotiations
April 23, 2010
Four Reasons Target-Date Funds Dominate Retirement InvestingWith target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
April 23, 2010
Stocks Rise on Economic Reports and Greek Bailout RequestWith Greece formally requesting a bailout package and positive economic reports in the U.S., stocks across Europe and the U.S. rose Friday, April 23, but uncertainties over Greece's long-term stability dented the bond market.
April 23, 2010
Target-Date Funds' Q1 Performance DataThe average target maturity fund had a positive return for the fourth-straight quarter of 3.8%, slightly below the 4.0% return of the fourth quarter of 2009
April 23, 2010
Orders for Durable Goods Pulled Down by Transportation SectorOrders for durable goods fell unexpectedly in March by 1.3%, but just beneath that disappointing number was an important, positive result.
April 23, 2010
Attendance Soars at FPA RetreatIt appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
April 22, 2010
Wealthy Americans are worried about retirementThe affluent are slightly less concerned than they were in October, but nearly half still say they are worried about their ability to meet financial...