Boomer Market Advisor August 2008
Cover Story
The 2008 Socially Responsible Advisor of the Year - macro success from micro strategies
John Ledford's socially responsible strategies lead to maximum returns for his clients - not to mention overwhelming success for his business. Here's how he's making...
Features
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Do well by doing good
With clients, charitable giving is hit or miss. The discussion either helps philanthropic-minded clients and advisors bond, or causes bottom-dollar clients to search for more...
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The power of personalization: Direct marketing done right
Think direct marketing is dead in the advisor space? Think again. Advancements in client management touch points and resources put advisors on the path to...
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10 Questions for: Paul Sutherland President, Utopia Funds
1. Boomer Market Advisor: How are your inflow rates? Are people taking to socially responsible investing and green strategies? Paul Sutherland: I think that some...
Columns
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Four IRA pitfalls to avoid
The onslaught of boomers entering their retirement phase is in full swing. As a result, IRAs will unquestionably become the nexus for distribution of a...
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Two new weapons in the longevity and income war
Two new investment products show great promise in addressing the longevity and income issues your clients face. The first is enabled by the Pension Protection...
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Be a planning software comparison shopper
Financial planning means many things to different people. Whether it's retirement planning, life planning, goal planning, education planning, holistic planning, cash flow planning, etc., the...
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Keep your head when establishing an RIA
Thinking of going out on your own to establishing an RIA? Take a moment to consider the labyrinth of state and federal requirements before doing...
Departments
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A winning combination
I used to argue with a more socially conscious friend of mine about oil and alternative energy. His view was to force individuals and corporations,...
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Want some cheese with that whine?
Boomers are worried, and aren't afraid to tell you about it; this according to a social and demographic trends survey released recently by the Pew...
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Part-time is not an option
For boomers, the options are straightforward. If you're considering working into retirement, it's either full-time or no time. Those planning on easing into retirement by working...
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The encore is not so easy
Veteran columnist and blogger for The New York Times Marci Alboher reminds us not everyone is in a position to take on an encore career....
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Boomer consumers much hipper than you think
If you think marketers are all about attracting younger demographics - you're wrong. Consumerist.com reports on a recent survey commissioned by TV Land to convince advertisers...
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Saying it all
"We are right smack in the middle of a perfect storm the likes of which no generation (and certainly no American generation of 75 million...
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Online boomer behavior: What's in, what's out?
Tech savvy? Yes. Cyber socialites? Not quite. While boomers may be going online in drones, they're not flocking to social networking sites despite recent hype. "We...
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Boomers extend careers beyond retirement
Boomers want to do more with their career. And they're not letting a little thing like retirement stop them. In a recent study, Metlife addresses...
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More boomer myths busted
Much has been written recently about the impact of boomer retirement on the country's overall economic health. Dire predictions of stock market redemptions and a...
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Medicare explained (finally)
Ninety percent of those needing long term care insurance don't have it. And a possible reason is because they don't clearly understand what Medicare actually...
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The true boomer cost of long term care?
We feel the figure is a bit low, but who are we to argue with the Boston investment behemoth? A new study from Fidelity Investments...
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The emerging hybrid advisor
From what people are driving - a Prius - to what they are walking - a Labradoodle - hybrids are hot. For financial advisors, there's...
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Gee, thanks - Lehman plans mid-year stock bonus
For what it's worth (literally) Lehman plans a mid-year stock bonus for loyal employees battling to right the venerable investment firm. According to The Wall...
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Shelter from the current equities storm
Patrick Legland, global head of equity at Soci?t? G?n?rale recently took questions from the Financial Times about good buys in the equity markets. Not surprisingly,...
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Morningstar's four fund follies
Morningstar's Karen Dolan reports on four funds that investors are ditching in droves. But she cautions that despite the rush for the exit, some are...
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ETFs ain't so cheap
ETFs are routinely touted as a cheaper alternative to mutual funds. But according to The Wall Street Journal, they're getting more expensive. The average ETF...
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Charitable strategies for special assets
By Sarah Libbey Charitable planning may already be a strategic plank in the wealth management platforms you create for clients. For some, it may be an...
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How do I gain charitable giving expertise?
Your boomer clients continue to evolve, but one thing that stays with them is their flower-power sensibility, and the desire to make a lasting, positive...
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