Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Making the Connection: Communicating with Clients in Uncertain Times
By James J. GreenWhen it comes to understanding how advisors are operating amid still-volatile markets and within an economy whose growth prospects are dim, there are multiple ways...
August 31, 2010
Rydex|SGI Advisor Confidence Falls to 16-Month Low; Consumer Confidence ImprovesFour confidence indexes, including the Rydex|SGI AdvisorBenchmarking survey and the Conference Board index, signal a bumpy ride for the U.S. economy.
August 30, 2010
Discover Small Business Index: July Confidence Saw Biggest Drop in 8 MonthsSmall business owners' confidence in the economy soured significantly from July to August in the largest one-month decline since November 2009, according to the Discover Small Business Watch released Monday, August 30.
August 29, 2010
Jobs, Other Reports in September Likely to Make Investors GloomyWith reports on jobs, services, and manufacturing in the wings for the month of September, investors are bracing for dark skies ahead.
August 27, 2010
Using Managed Futures in Rough Markets - Part IA little-known portfolio tool can help advisors reduce risk for their clients in severe market slides, financial experts say.
August 26, 2010
Three Studies Worth a Quick ReadPortfolio rebalancing, dollar cost averaging, and the need for a broader approach to income investing are the focus of recent analyses done by Vanguard,...
August 26, 2010
Study Finds Five 'Types' of BoomersA recent study by Allianz Life Insurance Co. of over 3,000 adults between ages 44 and 75 identified five personality types of retiring boomers. It...
August 26, 2010
IRI: Variable Annuity Sales at 'Record High'Variable annuity sales posted record highs in the second quarter of 2010, the Insured Retirement Institute reports. A LIMRA report earlier this month also showed...