Boomer Market Advisor May 2008

Raymond James's Andrew Gotfried -- Sage advice on portfolio protection

By John Sullivan, AdvisorOne

Are we or aren't we (in a recession, that is)? With 81 percent of Americans believing the country's on the wrong track, according to CBS...

Evaluate a coach's worth

By Mike Werling

David Rosenthal knew something didn?? 1/2 t feel right after a corporate restructuring led to the elimination of one level of management and, hence, one...

Rethink what managed accounts offer

By David Port

Rewind to 2004: Separately managed accounts were hot. Forecasters were boldly predicting that total SMA assets would exceed the $1 trillion threshold by 2007, buoyed...

Don't pull the plug on health care planning

By John Sullivan, AdvisorOne

There's no shortage of commentary and complaint surrounding health care. Whether it's skyrocketing costs, cuts in employer-sponsored coverage or the strain longer life spans put...

Reveal your client's IRA tax benefits

By Mark Cortazzo

As we've mentioned in previous columns, the government grants a number of tax strategies that your clients are unaware of, and therefore they're failing to...

Maximize return without minimizing lifestyle

By Mathew Greenwald

An important trend is taking place, and it's not getting sufficient attention: the growing proportion of people entering retirement are lifestyle minimizers, rather than lifestyle...

Five questions to consider when protecting your business

By Marc Butler

I recently attended an important presentation entitled "Document Imaging's Role in Disaster Recovery." It was given by Pam Doyle, director of Fujitsu's imaging products group,...

Caution -- Who's acting on your behalf?

By Les Abromovitz

Investment advisors frequently utilize employees or third parties to solicit new clients. Advisors should proceed with caution, however, because they must fully disclose this practice...

A big reminder of why we're here

By John Sullivan, AdvisorOne

"Americans delay retirement as housing, stocks swoon," screamed a recent headline from The Wall Street Journal article, "Nest eggs shrink, deferring dreams." Can't say we're surprised,...

Female boomers focus on positive reinforcement

By Staff Writer

More than career and money, baby boomer women focus on living well and positive fulfillment. This is the conclusion reached by The National Association of...

One out of eight boomers will develop Alzheimer's

By Staff Writer

It's predicted about 14 million baby boomers will develop Alzheimer's disease as they continue to age. The alarming study released by the U.S. Alzheimer's Association...

A brain workout

By Staff Writer

According to redOrbit.com, a new "brain fitness" software industry is emerging as aging baby boomers seek to keep not only their bodies, but their minds...

Boomer confidence crashes with falling economy

By Staff Writer

As economic indicators continue to trend downward, baby boomers feel less confident that their retirement savings will see them through retirement. But few may know what...

This is TheirSpace

By Staff Writer

PC Magazine lists the top 10 best Web sites for baby boomers. The magazine considered everything from social networking, jobs after retirement, travel and information...

Too much boomer love?

By Staff Writer

Around the kids, they're nothing if not supportive. But Sharon Jayson writes in USA Today that a growing number of baby boomer parents are freaking...

Boomers underestimate disability risk

By Staff Writer

In what must be music to their insurance agent's ears, most baby boomers underestimate their risk of suffering a disability that would cause them to miss...

Gut reactions won't weather the recession storm

By Tom Oliver

Recent headlines about the U.S. economy seem to be split between those that say a recession is on the way and those that say a...

News from the regulatory front - Paulson to slay sacred cows (or should we say bulls)?

By Tom Oliver

From The Wall Street Journal: "The Bush administration's plan to remodel the patchwork system of U.S. financial regulation, built piecemeal since the Civil War, is...

SIFMA calls Treasury's proposal plan `thoughtful'

By Tom Oliver

In a related story, the Securities Industry and Financial Markets Association gave its preliminary reaction to Paulson's regulatory reform plan. It's not quite what we...

Who are you?

By Staff Writer

Top financial firms; Where will they be a year from now?

By Staff Writer

The Financial Services Fact Book provides the latest ranking of the top securities firms. But recent news has us watching closely for the next list...

Understanding critical retirement trade-offs

By Leslie Prescott

Most advisors already know the risks facing boomer retirees. They know timing (at what age to retire) and affordability (costs during retirement) are obvious decision...

Don't lose sleep over bond insurer stress

By Daniel Solender

Media coverage of bond insurer problems are shaking up the municipal bond market. Investors who own municipal bonds are worried about insurers' portfolio losses and...

Mutual fund assets fall...while ETF assets rise

By Boomer Market Advisor

The combined assets of the nation's mutual funds decreased for the three month period of December 2007 through February 2008. However, as a possible silver...