by Raymond Fazzi
Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.
by John Carl
Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
Foundation Source Expands Philanthropic Services
Foundation Source, a provider of support services for private foundations based in Fairfield, Conn...
by
Ray Fazzi
Americans seem split on what to do about preparing for
retirement and their children's college education, according to a new survey.
by
Dorothy Hinchcliff
Changes in federal law over the next few months could dramatically impact clients' retirement plans.
by
Ray Fazzi
Participants in 401(k) plans have shown little signs of
panic, despite deep market losses and the uncertain economy, according to
Vanguard.
by
Ray Fazzi
Roth IRA conversion opportunities will expand next year, but most baby boomers don't plan on taking advantage of the changes, according to a new survey.
by
Ray Fazzi
A college education has long been considered a pillar of the American
Dream, but the recession has caused some people to wake up to a new
reality regarding post-secondary education.
by
Jeff Schlegel
Account balances in 401(k) and IRA/Keough plans sank at least 15% from
year-end 2007 through mid-June 2009, according to recent data from the
Employee Benefit Research Institute (EBRI).
Does Your E&O Cover Alternative Investments?
Alternative investments are getting more attention after the calamitous market downturn decimated many a traditional...
by Harold Evensky
Before you decide to kill modern portfolio theory, consider the alternatives and their risks.
by Bruce W. Fraser
A popular retirement planning tool is under scrutiny.
by
Dorothy Hinchcliff
The SEC is proposing new rules aimed at
stopping "pay to play" practices by investment advisors who seek to
manage money for government pension and 529 plans.
by
Jeff Schlegel
The number of retirees who say they are worried about financial security has more than doubled since a year ago.
by
Ray Fazzi
As more financial advisors sell insurance, a recent report indicates
some could be unsuitably cross-selling annuities in conjunction with
reverse mortgages.
by
Dorothy Hinchcliff
Middle-class retirees and those nearing retirement are even worse off
now than they were six months ago, says a new study by Ernst & Young.
by
Dorothy Hinchcliff
U.S. economic woes and stock market volatility have prompted changes in
the investment and social behaviors of high-net-worth Americans, says a
new survey of CPA financial advisors.
by
Ray Fazzi
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
by
Dorothy Hinchcliff
People age 55 and older face much bigger challenges in making up the
401(k) account balances they've lost over the last 18 months than do
those under 30, says a new report.
by
Ray Fazzi
Months after the collapse of the financial markets, about half of
Americans surveyed said they were concerned about falling behind in
their attempt to save for retirement.
