Boomer Market Advisor July 2010
Cover Story
Retirement is job one
When First Midwest Securities says retirement is job one, they mean it. Go to their Web site and it's the first thing to pop up....
Features
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The latest 'wrap' on 401(k) guarantees
The groundswell began with little fanfare. First one major insurer rolled out a guaranteed income vehicle specifically for defined contribution plans, then another. Then came...
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Broker/Dealer Resource Guide 2010
With so much happening in the financial services industry in general, and the broker/dealer industry in particular, we present critical information on the top broker/dealers...
Blogs
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Three Retirement Buckets to Bail a Sinking Ship
With the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.
Columns
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Forget Asset Allocation, Move to Income Allocation
My research indicates that advisors use a variety of approaches to produce client income. There are advisors who take two years of their clients' income,...
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Too Much Annuity Talk, Too Little Action
When life insurance executives and annuity product managers gather at trade shows and retirement conferences, they talk about what can be done to entice more...
Departments
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'You never let a crisis go to waste'
It's good to be Jon Henschen. The founder and president of Henschen and Associates, a broker/dealer recruiting firm in the independent channel, is having his...
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Psychological well-being increases after 50
The period between ages 18 and 50 may be tough, but according to research, 51 is great. A study conducted by Stony Brook University found...
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Boomers should invest in dividend-paying value stocks
Boomers should bulk up on dividends and value stocks, Jon Chevreau writes on his blog, The Wealthy Boomer. According to a report by Catherine Avery...
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Ages 55 to 64 most aggressive time for retirement savings
MetLife recently asked pre-retirees a series of questions about how they would transition into retirement. They found that while overall preparedness is low, retirement planning...
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Boomer women not ready for retirement homes
More evidence that aging-in-place is a top priority for boomers--one-third of boomer women say they plan to stay in their current home for the next...
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The retirement question is the answer
"Mary, you need to cut back on your spending. You won't have enough to stay retired." This well-meaning suggestion represents the traditional approach to financial...
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Majority of RIAs lack succession plan
A majority of independent RIAs know that their clients expect them to have a succession plan in place, yet most have not planned for the...
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Never let a crisis go to waste...
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How high plan fees foil your clients' retirement plans
As 401(k) plans become an increasingly important source of retirement income for boomers, the fees charged to such plans are becoming the subject of growing...
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Fund expense ratios up in 2009, total fees and expenses flat
The average expense ratios of stock funds and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely...
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New rules for ETF investors
Well, not rules really, more like important suggestions. In the wake of the 'flash crash,' The Wall Street Journal's Eleanor Laise and Jason Zweig offer...
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