Home - Boomer Market Advisor

April 2010

Despite recent annuity industry turmoil, top advisor Bill Bowman’s business is blowing up. How’s he doing it? ...

Features

Feature

Age 60 is the new 40. Thursday night is the new Saturday. And decumulation is the new accumulation in the mutual fund industry’s prime area of focus....

10 Questions

10 Questions for: Scott Stolz

Raymond James’s Scott Stolz on living benefit innovation in the wake of the downturn...

Advisors Sound Off

Is a simple annuity a better annuity?

The market decline impacted virtually every area of the financial services industry, and variable annuities are no exception....

Columns

IRA and Income Planning

Finding ‘lost’ retirement income

Was it really the lost decade?...

Wealth Management

The power and perversity of reduced retirement expectations

Most economists believe that the U.S. economy is recovering from the Great Recession....

Annuities

Simplicity, growth and the smog-free annuity

Like the all-electric automobile, the immediate variable annuity is a technology development that always lies just beyond the marketplace horizon....

Departments

Editor's Letter

Crawling out from “in the money”

It took all of three seconds for the phone to start ringing, and it didn’t stop for three days....

Forward Motion

Are annuities overhyped as a retirement cure-all?

An important question asked by our friends in the consumer press....

Middle boomers as the middle child

If you take an old snapshot of Woodstock and apply it to 78 million people…we’ll, it might not be the most accurate picture. We’ve said it before and we’ll say it again; lump boomers in to one monolithic demographic at your own risk....

Annuity production—How’d we do?

Innovation in the annuity space took off in the last decade, but did it translate to sales?...