Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
S&P 500 hits 15-month high
By John SullivanTuesday marked a new 15-month high for the S&P 500 and a 16-month high for the Nasdaq, according to Reuters, due mainly to reports of...
January 01, 2010
Estate Tax ExtendedThe House of Representatives passed on December 3 by a vote of 225-200 an estate tax bill, H.R. 4154, the Permanent Estate Tax Relief for...
January 01, 2010
Retirement NewsSEC Chairman Mary Schapiro said in an early December speech that the Commission will present early next year its recommendations on target date funds. Investors,...
January 01, 2010
Insurance Update: Dead to RightsIf clients want to get a settlement for their life insurance policies, or invest in securitization of life insurance settlements, what should you tell them? Jeff...
January 01, 2010
Cover Story: Reinvention TimeThe formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
January 01, 2010
Annuity Analytics: A Truly Relevant BenchmarkThe wealth and investment management industry is full of performance benchmarks and value-added metrics, from stock and bond indices to Sharpe Ratios, alphas and...
January 01, 2010
Retirement Planning: Retirement Income a RiddlePost the economic downturn, one thing is certain: the need for retirement income planning is more important than ever, but building retirement income portfolios for...
December 31, 2009
2010 fixed indexed annuity source listView the expanded 2010 fixed indexed annuity source list.