Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bond ETFs threatened by credit crisis
By Danielle AndrusExchange-traded funds' relative stability is being threatened by the crisis affecting other markets, according to MarketWatch. The site reports bond ETFs have suffered unusual premiums...
October 21, 2008
Regulation Takes Center Stage of CrisisAs Congress gears up for a week-long series of hearings on financial regulatory reform--the House Financial Services Committee held a hearing October 21.
October 21, 2008
A generational crashJoe White of the Wall Street Journal thinks boomers have dug themselves into a financial hole. And this is not the time to be digging...
October 20, 2008
Week of October 19 is National Save for Retirement weekThe National Association of Government Defined Contribution Administrators has declared the week of October 19 through October 25 "National Save for Retirement Week." For updates...
October 20, 2008
Clients want more 'green' mutual fundsClients are demanding mutual fund families and financial professionals who offer clean energy and "green technology" investment vehicles to investors. A new survey of the...
October 20, 2008
Time to Change Partners?Change. Clearly, it's the one thing which remains constant. When I started this journey over a year ago, the decision I had was to align...
October 16, 2008
Blame gameA poll by Eons.com found 63 percent of people 45 or older think our current financial situation is thanks to the combined efforts of Wall...
October 16, 2008
Dodd -- Passing the bailout buckI find I use the word chutzpah too often, but then again I often write about politicians. Back during the 9/11 hearings, Jamie Gorelick was...