Although the housing bubble decimated home values, housing equity is still an important part of boomers' portfolios. …
Simple statement worth repeating. We can’t tax ourselves rich.…
Your client is 50, laid off and hasn’t saved a dime (okay, if this is really the case he probably isn’t your client, but stay with us). …
Of the annuities from which advisors and clients can choose, variable annuities are still the most popular.…
To merely say that the world economy is much better than it was just 12 months ago would be to greatly understate how far we’ve come in stabilizing the global financial system.…
There’s an interesting development in the defined contribution world: the introduction of new and attractive investment options that guarantee participants a minimum level of income for life once they retire.…
You have probably been inundated with endless advertisements and articles touting 2010 as a banner year for the financial advisory business.…
By converting a traditional IRA into multiple Roth IRAs, wealthy boomers can save on taxes even if their accounts lose value, Bloomberg reports. …
Ok, with so much needed in the retirement income space, we'll bite on Prinicpal Funds' latest announcement.
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"For more than a year, the government pulled out the stops to revive home buying by driving down mortgage rates. Now, whether the housing market is ready or not, the government is pulling out."
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To cash in on the demographic inevitability of an aging society, your clients should invest in companies that make products or offer services that appeal to the senior set. …
Tuesday marked a new 15-month high for the S&P 500 and a 16-month high for the Nasdaq, according to Reuters, due mainly to reports of high factory orders in November.
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Everything ventured, nothing gained in money funds…
Somehow we think this will change…