Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
ETFs: 'T' is for tax
By Danielle AndrusWhile short and leveraged exchange-traded funds offer some of the same benefits as traditional ETFs, there are reasons for caution. "Unlike other ETFs, leveraged and short...
January 01, 2009
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The biggest issue has been systematic withdrawals...
January 01, 2009
Fixing Fiduciary FailingsThe Retirement Advisor Profile The advisor: Blaine Aiken The firm: fi360 The Web site: www.fi360.com The approach: Promoting the fiduciary standard worldwide, and educating companies and individuals as to...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
January 01, 2009
Passing It AlongDespite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...
January 01, 2009
Obama's Retirement AgendaSince the time is drawing nigh that the Obama Administration will be officially christened, it's important to refresh our memories about how the new Administration...
January 01, 2009
Reassessing What WorksCivilization carries a grand illusion of stability. Yet, things change around us constantly. Our personalities change with aging, societies die around us, the Earth warms...
January 01, 2009
The New Retirement AdvisorIn the best of times, helping clients make the successful transition to retirement can be a complex and demanding challenge for advisors. The financial and...