Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
First-time analysis provides data on lifecycle fund utilization
By Staff WriterThe EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....
December 16, 2008
SEC to hold public forum on fixed annuity amendments - Update: SEC approves 151AThe Securities and Exchange Commission is holding an open meeting Wednesday in Washington to consider adopting amendments that would define fixed-annuity-related terms under the Securities...
December 12, 2008
Some financial industry sectors will fare better in '09No sector of the securities and investments industry will be exempt from regulation, according to a new TowerGroup research report. However, the electronic trading and...
December 11, 2008
Bailing out the Big ThreeWhat do you think about the bailout for the auto industry? Do you think the Big Three deserves help or should they take their chances...
December 11, 2008
Take a chance on foreign fundsNo one's had an easy time this year, and international-stock funds are no exception, writes William Samuel Rocco of Morningstar. Currency and valuation are just...
December 11, 2008
Investors still interested in TreasuriesWall Street's gain on Wednesday wasn't enough to get investors out of Treasuries. "A 180-point gain in the Dow Jones industrials was cut in half by...
December 11, 2008
Killing boomer "re-accumulation"Honestly, how long before the New York Times asks for TARP money? Ol' Pinch Sulzberger will claim it's morally wrong not to do it on...
December 09, 2008
Another blow to mutual funds after bounce-backThe $12.1 billion taken out of mutual funds last week depleted the entire $10.4 billion investors had put into them the week before. "Mutual fund money...