Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Investors pour billions back into mutual funds
By Staff WriterLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...
May 06, 2009
Five Questions for the Top Retirement Advisor: Ted Willer of Smith BarneyTed Willer, Financial Advisor & Senior Investment Management Consultant; Smith Barney, Indianapolis, Ind.
May 04, 2009
Knowledge is the key to successBill Ford of Privately Held Insurance in Warner Robins, Ga. submit the following Top 10 list via LinkedIn.
May 01, 2009
Game ChangerIf you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
May 01, 2009
Retirement Planning: Estate Tax Up for DebateOne issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on the estate tax...
May 01, 2009
Putting It Into Practice: Two PhilosophiesWhat's your approach to building retirement income portfolios? One of the most important and visible issues that advisors address early on with retirees is how to...
May 01, 2009
Confidence Builders"There may have been a loss of confidence in the American economy," said Rep. Robert Andrews (D-New Jersey), "but that doesn't translate into a loss...