Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Labor Department's new ruling on employee access to retirement advice faces debate
By Staff WriterThe U.S. Department of Labor's new rule allowing employees in 401(k) type plans and individual retirement accounts (IRAs) more accessibility to investment advice from employer-sponsored...
January 29, 2009
A pox on all their housesNo, Fannie and Freddie are still here. They may be off the front page, but the cha-ching from the cash register continues to sound. It's...
January 29, 2009
Be wary of dividend ETFsAccording to Roya Wolverson of SmartMoney Magazine, dividend ETFs are a tricky hand to play. Some experts recommend dividend stocks as a solid long-term holding,...
January 28, 2009
Quick facts: How affluent retirees weather the downturnHow are affluent retirees faring in the financial downturn? Provided are some quick facts courtesy MFS Investment Management.
January 28, 2009
Study: Younger boomers dramatically impacted by recessionThe effects of the recession on retirement goals are hitting younger boomers particularly hard. Americans age 40 to 49 lead all demographics in expecting to...
January 27, 2009
New presidential administration offers greater chance for 'green' investingThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...
January 27, 2009
New report: Hedge fund success depends on performance, greater transparencyIn the wake of the worst year on record for hedge funds, hedge fund managers should expect to see wider-ranging and more in-depth scrutiny of...
January 26, 2009
Boomers search for trustworthy retirement advice; many will break from financial institutionsNot surprisingly, boomers maintain their course for retirement, but many say it's harder to find a trustworthy source of advice. A Charles Schwab pulse survey completed...