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.
Warren Buffett's hypocrisy
By John SullivanTruth be told, Warren Buffett's politics and policies scare the crap out of me. Every one of his public pronouncements about what we should do...
July 28, 2008
$41 trillion wealth transfer not enoughThe looming $41 trillion wealth transfer is often cited as a windfall for boomers and heirs. Not so, writes Kathleen Connell of ABC News. Wake up,...
July 28, 2008
No more naked (sigh)I've gone on about this for far too long now, so barring something spectacular, it will be my last post on naked short selling. But...
July 24, 2008
The Healthcare ScareWith Medicare set to hit insolvency in 2018 or 2019, according to most predictions, and doctors' fees and insurance premiums escalating to new highs, healthcare is perhaps the most important issue on the American agenda today. Research conducted by Hartford, Connecticut-based Hartford Financial Services in partnership with Massachusetts Institute of...
July 24, 2008
Pump and dump, distort and shortI like Chris Cox (try saying it like Sir Mix-A-lot). I liked him as a congressman, and I like him (mostly) as SEC chairman. Even...
July 24, 2008
Hanging On to RetireesIf employers want to hold onto their employees, they have a narrow window of up to two years in which they may be able to change retiring workers' decisions by offering them a "toolkit" of incentives to remain with the company, according to results of a recent survey of the...
July 23, 2008
Old tricks still workAdvisors with nervous clients might be tempted to look for a fancy fix to calm their clients' fears, but there's still hope in traditional investments....
July 23, 2008
$25 billion to the rescueThe U.S. Treasury's rescue plan for Fannie Mae and Freddie Mac could cost taxpayers $25 billion, congressional researchers said on Tuesday. Evidence is also mounting...