All Investments Content http://www.boomermarketadvisor.com/p/pweb/rssSubscribe.php Wed, 19 Nov 2008 18:02:03 +0100 FeedCreator 1.7.2 http://www.boomermarketadvisor.com/images/t/bmaMagTheme/bma-logo-rss.gif http://www.boomermarketadvisor.com/r/bmaMag/d/main Boomer Market Advisor RSS Feed http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=6799de96096143c0ce646804bdfd98f4 Index mutual friends may be boring, writes Marta Norton for Morningstar, but that doesn't mean they're bad. Danielle Andrus Thu, 13 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=516e255acd155588dcc2dbce67fdd3fe 40% - Percentage of advisors with more than half of their higher-net-worth clients in alternative investments. Boomer Market Advisor Thu, 13 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=7f93c74eb5068bfff0a5ac9c075d7cdd While it seems just about everything else in this market is going down, exchange-traded funds may surprise you. Danielle Andrus Thu, 06 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=3679d6653af8be1d04437e3e2c000fd4 54% - Percentage of retirees who take defined contribution payments in a lump sum. Boomer Market Advisor Thu, 06 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=6d8b3a80129bdc38ccd61fe161cbca3d Barack Obama's victory on Tuesday lifted spirits for some, but the effect on the stock market was short-lived, according to the Financial Times. Danielle Andrus Thu, 06 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=563ebdbfe319eb2d53dd37586ed11692 The Investment Company Institute took a look at the rate of mutual fund ownership by clients who use financial advisors. The numbers are big (to say the least) and makes the case for keeping 12b-1 fees right where they are. Results for 2007 include: Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=a76618faf805293cedfd6240551e8ea5 Do low-cost mutual funds outperform their higher-cost brethren? This is the belief of many boomers: if the underlying costs for management, distribution, operations and administration are at the low end of the spectrum, it's automatically a good thing. The corollary is that any fund that costs more than the average is unlikely to succeed and should be ignored. Our study shows that the opposite is often true. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=51b22e6d11c50ee402259b775a3fe075 Clients are understandably concerned about how the takeover of Fannie Mae and Freddie Mac will affect their 401(k)s and related retirement accounts. ICI has a quick FAQ primer you can share with anxious boomers to help them better understand just what the heck is going on. For more information, visit www.ici.org. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=63a784d182403b8de37f6bf6b72e8aa1 How to capitalize on the opportunities -- and dodge the landmines -- buried in IRA rollover rules. David Port Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=e578b99619b3c345ce9c3bfc1d05aed6 When it comes to college tuition costs, "Grandparents are ready, willing and able to help; parents just have to ask the question," says new research from The Hartford. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=dc7f7c46e4cad17aa9ca6b7a157bb566 Boomers are wondering which investment strategy, if any, is right for their retirement dollars. As they watch their hard-earned savings move with each day's news, it is obvious that there is no simple answer to the investment selection question. Mark Cortazzo Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=b3046444885feda42a4a99f609b5f578 Almost half of business owners 55 years and older say they want to sell their business within the next three years. But more than 90 percent don't have the first clue on how to do it. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=05aaa906a5d87a148f56c264aceed976 The importance of financial advisors to leading-edge baby boomers has been ratcheted to a new level. Most boomers who expect to retire within the next ten years have been pushed back by the economic conditions in which we find ourselves. Mathew Greenwald Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=151390352eadcab499b4497779daca72 At a recent meeting in Dallas, an advisor shared that his client paid a total of just 14 basis points for his advisor services through the effective use of tax loss harvesting to offset gains. How does this work? Charles Widger Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=27f449300ebfcc664821d6c13102e883 New regulations regarding reverse mortgages will raise the loan limit on mortgages guaranteed by the federal government, according to the New York Times. Danielle Andrus Thu, 30 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=4873e6e8180c310c49e6bf5f7a7f1162 Exchange-traded funds' relative stability is being threatened by the crisis affecting other markets, according to MarketWatch. Danielle Andrus Thu, 23 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=01c2604a9c84e93bb2983a2eb90f2580 While the current market may have you popping painkillers more and more often, biotech funds may help sooth your headache better. Danielle Andrus Thu, 16 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=e3449f22285cf9bf926b27d8bb627374 5% - Percentage of boomers who blame Wall Street for the current financial situation. Boomer Market Advisor Tue, 14 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=356fdf86c82392c34aabf37231818434 Pending home sales unexpectedly rose 7.4 percent in August, according to the New York Times. Danielle Andrus Thu, 09 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=3f9bc82bd88c723a7a4b59f218d3eeb4 While equities have plunged around the globe, writes William Samuel Rocco of Morningstar, world-allocation funds have performed better than -- or, at least, haven't performed as badly as -- world-stock funds or domestic large cap funds. Danielle Andrus Thu, 09 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=fafb2a9371681a651d23217452f1f04a 43% - Percentage of people over 50 who would change their portfolios out of panic, compared with 51 percent of people under 50. Boomer Market Advisor Thu, 02 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=58d6c84b80060b9b22916e47daff6871 Gold prices rose to a two-month high to more than $925 per ounce, up more than 20 percent since Lehman Brothers' collapse, according to the Financial Times. Investors' interest in gold is so strong, it's causing shortages around the world. Danielle Andrus Thu, 02 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=00aa420f263f091c163f8aed2dc1f2e3 We revisit comments made by Craig Callahan, ICON Advisers founder and president, in last month's feature, "Where are top portfolio managers finding alpha?" Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=9c474bbbd4f846132616794e1b2a1952 Investors added $223 billion in net new cash to stock, bond and hybrid funds in 2007, maintaining the recent robust pace of inflows to these long-term mutual funds. Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=8019f023d86b13073ed46a04d45ce47e We just can't catch a break. When pundits, politicians, regulators and just about everyone else shrug their collective shoulders, you know it's bad. John Sullivan Wed, 01 Oct 2008 10:30:00 +0100