Boomer Market Advisor March 2009
Cover Story
Behavioral economics, your boomer clients - and you
Little surprise; we're our own worst enemy. An oft-repeated (and startling) statistic from research firm Dalbar Inc. found that while the S&P 500 returned 12.2...
Features
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The anatomy of investor fear
The turmoil in the financial markets has played out in dramatic fashion by daily media coverage taking on an almost apocalyptic tone. With headlines screaming...
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Ten questions for Craig Columbus
Boomer Market Advisor: Let's get right to it. When are we going to see light at the end of the tunnel? Craig Columbus: I think a...
Columns
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IRA changes reclaim boomer focus
You have spent years building a successful advisory business only to see market events shock and paralyze your clients. What are advisors saying and doing...
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A simple fix in a complex market
It almost goes without saying: the economic downturn has caused significant problems that are difficult for financial advisors to solve. But there is one widespread...
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Enhanced software tackles the crisis
The unprecedented nature of the current financial crisis certainly underscores the importance of sound professional advice. Due to this volatility, and because the Obama administration...
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Mary Schapiro's new tune
The appointment of Mary Schapiro to the SEC reminds me of The Carpenters classic, "We've only just begun." How's that for a boomer reference? What are...
Departments
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Getting spanked
An advisor told me a few years back she was into behavioral economics "before it was cool." She said it in such a flippant way...
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Boomers (say they are) in good health
In last month's Boomer Market Advisor, we revealed 20 percent of boomers won't be able to afford health care this year. Good thing they're feeling...
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Pre-retirees preserve plan assets
While it remains to be seen what account holders will do with their savings through this recession, new research from the Employee Benefit Research Institute...
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Boomers stray from financial relationships
The economy is making it harder for boomers to keep the faith in their financial relationships. "When boomers reach the empty nest stage, they discover that...
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Life's not all about the moolah
Although boomers are financially panicked, they aren't exactly basing their meaning of existence on money, according to a new Metlife Mature Market Institute study. Living...
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Boomer budgets - where it hurts most
The past 12 months have been hard on boomers, to say the least. AARP breaks down the damage:
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Boomers by a different name
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Are you addicted to coaching?
Your shelves are littered with books and CDs from business coaches. Your budget is stretched by attending seminars and conferences that promise to improve your...
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Buyer's remorse - Boomers fret over VA contracts
For years, variable annuities got a bad rap: too-high fees for benefits consumers would never use. Why pay an insurance company for minimum-return guarantees, critics...
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Back to Buffett
Talk about extreme value investing. At least he practices what he preaches. Despite the kick to the groin he's taken in his financial stock portfolio...
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The consumer-discretionary sector - Now ... seriously.
Contrary to conventional wisdom, the consumer-discretionary sector currently offers attractive investment opportunities. Yes, consumers are in a wary, cash hoarding mode, and are likely to stay...
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Lawmakers pool for hedge fund bill
Now that actual legislation has been drafted, top hedge funds have been "skittish" about their initial support of government oversight and more transparency. Dan Molinski...
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Performance doesn't do it for boomer investors
Who cares about fund performance, right? Cogent Research's 2009 Investor Brandscape indicates combined perceptions of a firm's financial stability and range of products is a...
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No surprise - Boomers dominate IRAs
Two-thirds of IRA-owning households were headed by boomers in 2008, according to the Investment Company Institute. Individual retirement accounts represent more than a quarter of...
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Mutual fund assets fall (but not far)
An improvement over last month, but still nothing to get all the excited about. Combined assets of the nation's mutual funds decreased by $261.7 billion,...
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Read yourself to rational behavior
Any good psychiatrist will tell you recognizing destructive behavior is the first step in correcting it. In a slight departure from the normal Checklist format,...
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