Table of Contents

Latest Issue September 2008

Don't go overboard in overseas investing

Chris Brown of Pax World Balanced Fund finds success with a measured approach to domestic and overseas investing. Far from chasing returns across the globe, it's, well ... balanced. You and your clients would do well to take a similar approach.

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Columns
Wealth Management
Boomer health costs require a healthy discussion
We're lucky enough to live in a time of rapidly improving medical capabilities, but with it is an enormously increasing financial burden. A key question for financial advisors is how to best discuss the future cost of medical care with clients.
The Tech Edge
Talking tech about the next generation
Generation Y is one of the fastest growing segments of the work force.
The Last Word - Compliance
Covering your assets through a self-audit
You're familiar with the phrases "know your client" and "know your product." But one phrase that most people aren't as familiar with is, "know your business."
Departments
Editor's Letter
The backlash begins
It seems ETFs aren't so grand after all.
Forward Motion
Annuity carriers overextended?
It's not exactly a new topic, but one that some industry watchers say still hasn't been effectively addressed. Janet Paskin, writing in The Wall Street Journal, once again raises the issue of whether annuity companies have been too generous with their living benefit guarantees.
Aussie boomers binge on booze
Australian baby boomers are out-drinking their teenage children, with figures revealing parents are drinking more than 20 drinks a week. Okay, but c'mon, this is Australia we're talking about.
Boomers with no savings now being laid-off
Baby boomers who didn't save for retirement counted on working longer as a Plan B.
Senator: IRA rollover ads misleading
Talk about unwanted attention from Washington. Fidelity and TIAA-CREF have attracted the ire of U.S. Sen. Herb Kohl D., Wis., chairman of the Senate's Special Committee on Aging. Kohl called certain print IRA rollover ads the companies have run "misleading" advertisements to entice government employees to roll over their money to them.
Japan to declare recession
And we thought we had it bad. Let's hope this Asian flu isn't as contagious as the last one.
Hawaii-Colorado top boomer life expectancy list
Just one of the many reasons we love being based in Colorado.
Broker/Dealer Playbook
Three specific allocations to protect against high inflation
With daily headlines about higher oil and food prices, inflation remains an inescapable topic.
The Fund Watch
A new twist on alpha in the index
A new Standard & Poors report shows that from 2002 to 2007 the S&P 500 beat 72.2 percent of all active large-cap funds surveyed.
The election's effect on the equity market
As the country prepares to elect its 44th president, the tax policies this individual selects will have a significant affect on the stock market and overall economic growth.
U.S. retirement - 2007 stats and facts
The Investment Company Institute just released its findings of the strength of the U.S. retirement market, and we like what we see.
Is it time for ETFs to RIP?
The consumer financial press is turning on ETFs. Highly praised for their low fees, transparency and tax efficiency, it's one other (supposed benefit) that some argue might now take them down.
CheckList
Five steps to overseas investing
In keeping with this month's theme (and to ensure your client doesn't chase performance overseas) we offer the following five steps to better international investing, courtesy of Morningstar's Bill Rocco.