News You Can Use Updated Daily
Study shows defined-benefit pension could be retirement lifesaver
Households with both a defined-benefit pension plan and Social Security with savings are less likely to outlive their savings than households witho...
Major 'shake-up' to financial regulations expected for next year
"Major" changes to U.S. financial regulations are expected to gain pace by early next year as an expected Democratic-led Congress and administratio...
Younger workers ready to fill boomer shoes?
As boomer corporate leaders and experts make a mass exodus toward retirement, there is likely to be a significant knowledge and experience gap left...
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Editor's Blog John Sullivan, Editor, Boomer Market Advisor
Revenge of the (Harvard) nerds
I catch a lot of flack for reading Harvard Business Review.
Advisors Sound Off
Change for the better?
Does last week's revelation that the economy grew 3.3 percent in the second quarter make you feel confident that the worst is behind us? Or is it a temporary blip?
Ask the Experts
- Picking up the pieces
How do I approach clients who've been burned by bad advice from their previous advisor? - Reassuring nervous Boomers
In the current environment, I feel my "stay the course" message to my clients is stale and might be falling on deaf ears. I feel some clients are going to just liquidate everything and put the money in a CD, or another "safe" investment. Any suggestions on what to tell them?
More...
In the Life of a Boomer
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.
Latest Audio
Interview with Lincoln Anderson
Oil at $130 a barrel, housing still struggling, Wall Street institutions going under; it has your boomer clients nervous − to say the least. But is it really as bad a it seems? Industry personality Lincoln Anderson, chief investment officer and chief economist with broker/dealer giant LPL Financial, sorts is all out. A former senior staff economist at the Council of Economic Advisors during the Reagan administration, Anderson gives us his near-term economic predictions, and what broker/dealers are doing to help in these turbulent times.
Boomer Stat of the Week
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