Home - Boomer Market Advisor

August 2009

A small footprint leads to big success for Judy Seid. Our 2009 Socially Responsible Advisor of the Year says your clients don't have to sacrifice performance in order to invest in their ideals....

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Features

Practice Enhancement

Retirement income reinvented

Boomer clients are desperately seeking return potential from income-generating products -- the sooner the better. We all know annuities can get it done. But where are the other safe havens? Are there any left?...

Working Assets

Leave a lasting legacy

Despite the economy, boomers are still in the mood to give, and advisors are using the strategies best suited for the times....

10 Questions

10 Questions for: Sarah Libbey

Sarah Libbey - President of the Fidelity Charitable Gift Fund...

Columns

IRA and Income Planning

Meet the needs of boomers who give

Our society's shift in global awareness over the past few years has caused people to step back and reevaluate their needs and desires....

Wealth Management

Thinking through the fixed side

Research suggests that many advisors and investors do not have a clear strategy for allocating and managing the fixed income side of the portfolio....

The Last Word - Compliance

What happens after the free lunch

Investigative wheels sometimes turn slowly, but they do turn....

Annuities

The do-it-yourself pension

When baby boomer couples anxiously sit in their financial advisors' offices to find out how much savings they'll need to afford a comfortable retirement, the "number" usually comes in somewhere north of $1 million....

Departments

Forward Motion

Can't avoid the facts

"Threshold Generation"...

Where's the trust?

Harris Poll...

Senior population triple

The 65 and older population is projected to triple...

Retiring couples can't agree

The economy has not been reason enough to get couples age 45 to 72 on the same page when it comes to retirement....

Equal rights for equal retirement

Women's activists will now argue the right to equal retirement security....

Boomer start-ups to lead economic recovery

The highest rate of entrepreneurial activity belongs to the 55-to-64 age group....

Scary trends for boomer women

Is there a pattern?...

Broker/Dealer Playbook

Retirement income strategy with a solid floor

When it comes to retirement income, what's your client's greatest fear?...

Mandatory IRAs on the way

SmartMoney's Lisa Scherzer points to a proposal tucked into President Obama's financial regulatory reform legislation to get more workers saving for retirement....

Target date tragedy

Given the shellacking they've recently taken, is it time to let target date retirement vehicles off the hook?...

The Fund Watch

Rebuild retirement with emerging markets

When most baby boomers think about emerging markets, they think of currency devaluations, corruption, hyperinflation and boom to bust investment cycles....

CheckList

10 tips to make charitable giving count

10 tips to make charitable giving count...