Boomer Market Advisor May 2010
Cover Story
2010 Advisor of the Year
Mark Cortazzo isn't one for platitudes. He tells you what he thinks (it's a Jersey thing). In interviews, at industry conferences, or just batting around...
Features
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Linked for life: Combining LI and LTCI for new sales
About once a week, Carl Friedrich fields a call from a life insurance producer or advisor. They quiz him about a growing but still relatively...
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2010 Advisor of the year finalists
Don DeWaay DeWaay Capital Management Speaking with Don DeWaay is like drinking from the proverbial fire hose. The transcript from our preliminary interview came back at 12...
Columns
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A little known retirement provision
Almost all of your working clients will soon be confronted with decisions about long term care insurance. I believe retirement advisors should be knowledgeable on...
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What Google can do specifically for advisors
How did we ever live without Google? They didn't create search, but showed us why it's relevant to our business. While search is the most...
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Finally, our 15 minutes of annuity fame
Annuities are getting noticed, for better or worse. In January, the president endorsed annuities, in principle, as a way to help retirees maintain their living...
Departments
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The Grecian formula
The money's spent. With a quarter of the nation's annual budget marked solely for servicing our national debt (forget about the principal), tax revenue doesn't...
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Social Security: Worse than we thought
Sid Salter of the Jackson Clarion Ledger writes of an overlooked issue buried in the health care hoopla, one that should concern us all. "How utterly...
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Boomers shun Roth conversions
Despite being bombarded with ads and related information urging investors to consider Roth IRA conversions, baby boomers appear comfortable staying right where they are--on...
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Quit whinin' about your 401(k)
As the Center for Retirement Research at Boston College helpfully notes, the impact of the financial crisis on the retirement savings of the early baby...
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Queer eye for the retirement guy
"Still Out, Still Aging: The MetLife Study of Lesbian, Gay, Bisexual, and Transgender Baby Boomers," conducted with the American Society on Aging (ASA) and its...
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Don't tolerate emotion in your clients' decision-making
The bull market that ended in 2008 led many investors to grossly overestimate their tolerance for market risk, and the subsequent decline became an eye-opener...
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RAFSA: The least bad overhaul bill
Ok, so Chris Dodd scored a win on his way out the Senate door. In late March, the Senate Banking Committee approved the Restoring American...
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A bit about you - Securities industry breakout
How does the securities industry break out by job function? Will it change in 2010 (we suspect so)? Here's the relevant information from the latest...
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Planning the 'when' in retirement readiness
When planning for retirement, a fundamental question for most boomers is when. "When" means different things to different people. For some, it's the point in...
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Don't tread on...my 401(k)
Now that health care reform (at least the bill) has been realized, how do clients feel about more government involvement with their defined contribution plans?...
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Tell us what you really think...
We can't help but love the Wall Street Journal's Jason Zweig. When commenting on the latest fund manager winning streak, he recently wrote the following: "So...
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