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.
Forget Inflation, Medicare Is Top Domestic Issue, Says Greenspan
By James J. GreenIn a wide-ranging discussion on the markets and the economy on June 5, former Federal Reserve Board Chairman Alan Greenspan said that the top domestic issue facing the United States is finding a fix for the Medicare funding issue. Speaking to some 2,00 attendees on the second day of the...
June 03, 2008
Re-evaluating micro-fundsInvestors have turned their backs on micro-cap funds recently. According to Greg Brown of Morningstar, though, there are some benefits to adding micro-caps to a...
June 03, 2008
When going green doesn't make "cents"In college, a socialist friend of mine used to say Americans would only do something about the problem of acid rain when they saw the...
June 03, 2008
Consumer confidence hits 16-year lowWe really don't want to report this next story ... really, we don't. The Wall Street Journal writes that consumer confidence weakened more than expected...
June 02, 2008
Cashing out to povertyThe Wall Street Journal reports on a disturbing trend, but one we're not all that surprised about. According to the paper, "as consumers max out their...
June 02, 2008
Desperate measures for desperate timesOkay, so now it seems sovereign wealth funds aren't really as much of a concerns as Hank Paulson originally thought. Oil prices skyrocket, the Arab...
June 01, 2008
What Will It Mean to Be an Independent Financial Advisor?With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...
June 01, 2008
NEWS & PRODUCTS, JUNE 2008The Treasury Department and the Internal Revenue Service issued proposed regulations April 11 under section 430 of the Internal Revenue Code that provide employers sponsoring...