Expert Views Articles

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Today's Economy May Make Tax-Deferred 401(k) Plans A Bad Deal

by Gary A Borowiec

Guiding your clients toward an approach that hedges against the risk of both tax-rate increases and decreased stock values may give them a much safer path toward protecting their retirement savings.

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Chains, Stains And Pains Of Retirement

by Robert Laura

Advisors need a new combination of skills to help prepare clients for retirement -- skills that go beyond dollars and cents.

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The New Modern Portfolio Theory

by Stephen Blumenthal

Nearly half of all advisors are using some sort of tactical investment strategy as an alternative to the traditional 60/40 buy-and-hold approach.

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Inflation Fears? Take Another Look At Some (Less Liquid...) Real Estate

by Randy Anderson, Ph.D.

With the risk of rising inflation threatening to erode real purchasing power and no opportunity for meaningful returns on fixed income securities, the opportunity for return on cash would seem to lie...

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Retirement Harms Your Health

by Peter Orszag

Peter Orszag, former OMB director and now a Citigroup executive, says strong evidence suggests that working helps people live longer.

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Building Better Advisors

by Cornelia Kiley

How can advisors leverage social media to build their businesses?

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High-Quality Commercial Real Estate Market On An Upward Trajectory, Offering Opportunity for Investors

by Chuck Schreiber

The commercial real estate market is forging ahead, with fresh opportunities for investors, owners and tenants.

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How Do I Get Clients To …?

by Dan Moisand

Advisors asking questions starting with that phrase often are looking for advice about selling, but financial advisor and columnist Dan Moisand says his "sales" shot up when he stopped "selling."

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Monkey Shines

by Scott A. MacKillop

Herd behavior has helped humans survive, but it's extremely harmful for investors.

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Five Ideas To Create Opportunity

by Harry Dalessio

Retirement plan advisors have a tremendous opportunity to retain and grow business.

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