Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Americans holding their breath
By Staff WriterAmericans continue to show their optimism despite Wall Street's epic mess, according to a new Reuters poll. The Reuters/Zogby Index, which measures the mood of...
September 16, 2008
ICI Gives Thumbs Up to DOL ProposalThe Investment Company Institute told the Department of Labor in a September 8 comment letter that the mutual fund industry supports DOL's proposed rules for 401(k) plan disclosure, since they would provide investors with important information on how to invest for retirement. The comment period expired September 8 and the...
September 15, 2008
Wall Street's latest shake-up and the average investor: What happens next?"I own Merrill and Lehman stock. Should I panic?" - the Washington Post reports Wall Street's latest shake-up involving the collapse of Lehman Brothers, the...
September 15, 2008
Tell me why I don't like MondaysIf they got it right, the markets will absorb the shock without too much more damage to the broader economy. If they got it wrong,...
September 12, 2008
Majority of boomer business owners have no exit planning strategyWithin the next three years, almost half of middle-market business owners over the age of 55 will be looking to sell their business. The problem...
September 11, 2008
Conservative contradictions in an electionMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 11, 2008
Collective trusts present growing opportunityAccording to an SEI white paper released in May, collective investment trusts are presenting a significant business opportunity in the defined-contribution market. The paper cites...