Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Congress to examine impact of Greece money woes
By John SullivanCongress announced hearings into the potential impact the monetary crisis in Greece will have on markets in the U.S. and abroad. Congressman Paul E. Kanjorski...
April 26, 2010
IRA assets now surpass 401(k)sIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research. The report,...
April 26, 2010
IRA Assets Now Surpass 401(k)s, Report ShowsIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.
April 26, 2010
Fixed-income alliance between giantsCharles 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
Schwab to Link to J.P. Morgan's Fixed-Income SecuritiesCharles 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 preferred securities.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
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.