Some financial
advisors, focusing on the burgeoning strength of the U.S. economy, have
seen this spring's troubles as a buying opportunity.
The plunge in markets worldwide is starting to open up some bargains for long-term investors.
We're in correction mode. But the concern among financial advisors--and
their clients--is whether this downward trend is heralding a return of
the bear market.
by
Jeff Schlegel
A recent study found just 18% of employees with the potential to
work at least 30 years and contribute to their employer's savings plans
during that time will have enough money for retirement.
The guaranteed payouts on immediate annuities offer insurance against
the kinds of rocky times investors have been weathering of late. But inflation could whittle away value.
Does the world need another mutual-fund screener? Not if it behaves like
all the others. But this RIA offers some fresh ways of looking at investments.
A securities arbitration panel has ordered Ameriprise Financial Services
Inc. to pay nearly $470,000 to an investor, including sanctions and
legal fees.
TIAA-CREF's new investment-management business for endowments and
foundations will employ about 20 endowment officers and target
institutions with $100 million and up.
Tax advisors who get caught doing something wrong used to have their
names-but not the gory details-put in public view. Now that's
changing.
Jack Bogle and Chris Davis agree on many things, but they are at opposite ends of the spectrum when it comes to investing.
by
Karen DeMasters
Some of the traditional models and rules of thumb used to help clients
plan for retirement do not work well, says this expert.
Financial advisors whose clients want ethics to play a role in their
investment portfolios are getting a new tool.
by
Eric Rasmussen
The period right after retirement can be the most critical period for investors, but it's also a time when people make decisions with their guts instead of their heads, experts say.
Wealthy doctors, lawyers and corporate executives often look to protect their retirement benefits through prenuptial contracts. A recent court decision may make it a little easier to do that.
by
Dorothy Hinchcliff
When it comes to retirement, 57% of Americans who participated in a
recent survey say that they are either a little or far behind
financially.
Annuity sales in the first quarter declined 27% from the year-ago
period, but sales of variable annuities rose modestly, a sign that
investors may be stepping back into the market.
Investments in Asia's developing markets can hold great potential if
you look beyond the obvious, says Lydia So, portfolio manager for
Matthews Asia.
by
Ray Fazzi
Financial advisors are shifting from cost cutting to growing their
businesses and taking on new employees, according to polling by
Fidelity Investments.
Market turmoil and a long recession have prompted
more single-family offices to outsource asset management. At the same time, the wealthy have grown more involved in
investment decisions.
"Strategic defaults" are on the rise as more
borrowers who are underwater on their home loans decide it's not worth
it to stay current on their payments each month.
