Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Take a chance on foreign funds
By Danielle AndrusNo 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 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...
December 08, 2008
Treasury - Bank rescue successful so far"We did not allow the financial system to collapse. That is the most direct, important information. Second, we know the system is more stable than...
December 08, 2008
Advisor survey finds client retirement severely off-trackAdvisors say their clients projections for retirement security have been "severely jeopardized," according to survey results from Brinker Capital's year-end Retirement Indicator, which gauges the...
December 08, 2008
Where are the jobs?Some industries are actually thriving despite the worst job market in 15 years. CNNMoney.com lists which sectors are not only retaining jobs, but hiring as...
December 05, 2008
Mutual funds and GLB annuities address retirement income challengesGuaranteed lifetime benefit annuities are under serious challenge as the major product solution for producing a stream of income over a retiree's lifetime. The mutual...
December 05, 2008
Real estate agents say foreigners retiring in U.S. will aid economy, housing marketThe immigration debate in the United States may have taken a backseat to mounting economic crisis concern. But some are claiming immigration - specifically foreigners...
December 04, 2008
High hopes or low expectations?The December issue of Boomer Market Advisor showcases the best products of 2009. What products do you have high hopes for next year? Are you...