Boomer Market Advisor March 2007
Cover Story
Exclusive 2007 boomer lifestyle survey results
Yet another retirement survey, you might think? Not quite. We teamed with Mathew Greenwald & Associates for a comprehensive look at all things boomer --...
Features
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Gain boomer business through the click of a mouse
To effectively generate new business -- and brand yourself as a financial management expert -- think e-newsletters. Once a staple of the tech boom build-out,...
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More on the merger
In what the NASD describes as "a critical step toward ending duplication, reducing inefficiency and strengthening the competitiveness of American markets," member firms in mid-January...
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The managed account advantage
For evidence of how quickly things can change in the financial marketplace, look no further than managed accounts. In January 2004, TowerGroup, a Needham, Mass.-based...
Columns
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A golden opportunity for high-income baby boomers
If your clients earn in excess of $100,000, they'll have to wait until 2010 when wealthy Americans will qualify -- for the first time --...
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Proactively address the Medicare mess
"The longer we wait," he said, "the more severe, the more draconian, the more difficult the adjustment is going to be. I think the right...
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What online tools do boomers want?
When the Internet was coming into its own, it was believed online brokers would dominate the financial services industry. Newly empowered self-directed users could do...
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Ensure integrity of 529 plan recommendations
Section 529 plan investments are under scrutiny. In addition to previous concerns about the sale of out-of-state plans to clients where in-state plans provide tax...
Departments
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Fun with Mary and James
A recent issue of Harvard Business Review reports on the efforts of two Babson College professors in the field of knowledge management. In a typical...
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Boomers and the backdating scandal
Bob Enright -- It began with good intentions, but now its political Boomer Market Advisor: Since you're located in San Francisco, we know you're well versed...
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Boomer men in the driver's seat
A vintage Mustang maybe. A sleek Corvette, definitely. But a Nissan? The Tennessean reports that Nissan recently debuted a concept vehicle at the North American...
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Early boomer retirement at 110
CNN recently reported on the findings of James Canton, a consultant on future trends to the likes of Motorola and the White House. Canton claims...
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Cranky.com simplifies boomer Web search
The Associated Press reports that backers of a new boomer-centric Web site are betting that frustration associated with scrolling through pages and pages of search...
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The boomer to-do list
Newsweek recently asked a crosssection of famous baby boomers what they would like to accomplish before they die. Among our favorites: Susan Sarandon, actress, 60 Play the drums...
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Will nursing homes be obsolete?
Telephone, Internet and videoconferencing technology that baby boomers use in their careers is being applied to the health care industry -- and it could revolutionize...
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We have the scale, and scale always wins
In January, broker/dealer giant Linsco/Private Ledger announced an agreement to provide clearing services to AXA Advisors. As competition for advisor business stiffens between broker/dealers and...
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Crash-proof the boomer portfolio
To be a good financial advisor, you must be a good teacher. To be a good teacher, you must help your clients understand the risks...
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Dividends help boomer growth
"Forget dividends. I want growth." Maybe we hear this a bit less lately, but it's still a common reaction. Many investors don't seem to make...
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Success with boomer clients -- it's all in the delivery
Turning large lump-sum accumulations into lasting income streams requires a shift in both advisor mind-set and skill sets. Those who find themselves ill-prepared to handle...
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The boomer opportunity in large-cap investing
Although international investments are a growing component of the worldwide investment universe, U.S. large-cap stocks still embody the largest and most liquid asset classes of...
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Select the right tax-efficient fund
Finding the right tax-efficient fund is a complicated process. Simply selecting municipal bond funds and stock funds with the tax-efficient moniker doesn't cut it. Effective...
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