Boomer Market Advisor June 2008
Cover Story
A big hit in the alternative space
They're the envy of every advisor. Brothers Ron and Rick Lake have $400 million in assets under management and with only 75 clients (yes, 75):...
Features
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10 questions for David Byrnes, Sun Life Financial Distributors
Boomer Market Advisor: How does the variable annuity industry typically fare in a down-market? David Byrnes: It's tough all over. Warren Buffet said about the market...
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Advertise with impact
There has been much ink spilled over the last half century, much of it in breathless hyperbole, about the baby boomer generation and its impact...
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When the market goes south, the lawyers come running
The scope of the advisor's fiduciary duty continues to expand. If you think proxy voting on behalf of clients is a burden, dealing with the...
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Align yourself with the pros
The old "time is money" adage may be overused, but it's still apropos in advisory circles. Professional advisors who find ways to spend more time...
Columns
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Dispel the myth of the 72(t)
I want to dispel some of the nasty rumors surrounding Section 72(t) of the Internal Revenue Code. The code imposes a 10 percent tax penalty...
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In the push and pull market game, where can boomers find a guarantee?
Bad news keeps coming at the gas pump, in the supermarket, even at the kitchen table. For advisors it means a greater opportunity to help...
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The (technology) emancipation proclamation
It seems almost inconceivable that at one point we were without the Internet, BlackBerry devices and instant messaging. Many of us can hardly go a...
Departments
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Let's all take a deep breath
Things are not nearly as bad as the hype, and May saw a number of indicators that point to recovery. More and more analysts believe...
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Boomer myths busted
If you think boomers are all empty nesters who retire early as they wind down in their golden years, think again. AARP is squashing many...
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The new bragging rights
Life, that is. In the April issue of The New Yorker, Michael Kinsley writes about the latest status symbol to attract baby boomers - longevity....
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More confusion - Contrary to earlier studies, boomers feel great
"I'm sixty, but I feel like I'm 30," is no longer flimsy reassurance. Boomers really are feeling great, according to an online research study by...
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They like the nightlife, they love to boogie
The new face of nightlife? According to the Arizona Republic, 82 million baby boomers are proving that just because you're 40-, 50- or even 60-something...
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Long/short funds - help of hype?
The introduction of the Fidelity 130/30 Large Cap fund in April brought the spotlight back to 130/30 funds; specifically, about whether their performance delivered on...
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Why the world should embrace Active ETFs
Until recently, all ETF portfolios replicated indexes and therefore were not actively managed. The goals of active management are to provide returns higher than benchmark...
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