Boomer Market Advisor November 2007
Cover Story
A simple formula for boomer success
Scheduling our photo shoot with Jim Ciocia proved difficult. With offices in Poughkeepsie, we though it'd be a quick trip for our Manhattan-based photographer. That...
Features
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The gender lens perspective
Joanne Thomas Yaccato is president of the Thomas Yaccato Group in Toronto. She has made a career out of studying the buying habits of women...
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Ben Stein (and whatever you do, don't call him a comedian)
We all know Ben Stein the actor, the writer, the game show host. But it's his first love, economics, that's getting him noticed of late....
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The 2007 Broker/Dealer Excellence Award Winner
The guitar master strode through the ballroom at a resort in Lake Tahoe, took his place at the stage and began to tune his instrument....
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Avoid IRA angst
Devising and implementing IRA strategies for clients is the fun part, says Certified Financial Planner Barbara Comer. Dealing with potential landmines buried in the arcane...
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Specific steps to niche marketing success
Top advisors throughout the country are touting the virtues of niche marketing. They cite the enormity of opportunity and encourage us to find a niche...
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Planning software for the boomer future: Financial planning software
Just as boomer advisors are doing everything they can to keep up with the changes in the retirement landscape, experts that design financial planning software...
Columns
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A case study in the right way to retire
I met Woody and Lori in my office fifteen years ago. He was in the process of retiring after 45 years with the same company....
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Ensure boomer beneficiaries are properly named
It is no secret that as the baby boomers begin the retirement phase of their lives, a tidal wave of assets will begin to pass...
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Four critical points about your boomer client's retirement
One of the key responsibilities of financial advisors is -- of course -- to educate their clients about the realities of financial planning. Many advisors...
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Keeping pace with office technology
The technology industry is remarkably adept at continually churning out new hardware and software, leaving you faced with important questions. Does your firm need the...
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Don't cross the line when executing trades
When investment advisors engage in cross-trading, they need to avoid crossing over into forbidden regulatory territory. Certain types of cross-trades require full compliance with Rule...
Departments
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Retirement survival is now non-essential
I was going to comment extensively on Michigan's recent decision to place a 6 percent tax on advisory services (along with 22 other services it...
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Boomers get teed off at tech
Boomers are the largest demographic on the Internet, and generally known as a tech-savvy bunch. But The Indianapolis Star reports an increasing number are chucking...
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Tired taste buds need more spice
You may have noticed an increase in the number of spicy sauces that line supermarket shelves. Why so hot? According to the Boston Globe, conventional...
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Friends and family come first
A new study in Money Magazine finds what it calls "unprecedented changes in attitudes of boomers" as they head for retirement. According to the study,...
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Advertising geniuses realize boomers have money
According to The New York Times, advertising agencies are scrambling to reach the boomer demographic (somehow they missed the market potential of 78 million people). "Madison...
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Excuse me, sir. Is this the Delta House?
Tim Foley, senior vice president of product development at Chase, says that children of baby boomers are entering college at an unprecedented rate. Therefore it's...
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No more leather bindings and bamboo poles
A recent study from the National Ski Areas Association finds an increase in the number of older skiers. Among the most prominent trends noted in...
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Are we sure he didn't inhale?
A recent comment by former President Bill Clinton on NBC's Meet the Press left many viewers scratching their head. Reason Online documents the following exchange: Tim...
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Fashion alert -- Earth shoes and paisley prints no longer cool
Baby boomers spend more than $100 billion annually on clothes, but you wouldn't know it from the styles too many choose. However, consultant Sherrie Mathieson...
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Ex-pat boomers on the rise
The Washington Post reports that some baby boomers are turning a dream of overseas retirement into reality. According to the Post, they're lured to distant...
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Asking the right retirement relocation questions
According to U.S. Census Bureau statistics, almost 3.3 million people 55 or over moved between 2004 and 2005. According to Topretirements.com, before moving, many retiring...
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Prepare for life in the slower lane
The leading edge of the boomer generation hit age 60 last year, the tip of an iceberg that the Census Bureau estimates at 78.2 million...
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Wayne on wealth management
Broker/dealer giant Commonwealth Financial Network recently celebrated a fee-base milestone, and marked the 1,000th advisor to utilize the platform. BMA sat down with one of...
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Trendy funds your clients should avoid
When you're assessing whether an investment is worthy of your clients' assets, one of the key questions to ask is whether the firm focuses more...
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Boomers and hedge funds -- Is the risk worth the return? (Part II)
[Editor's note: This is the second part of a two-part series on hedge fund risk and return. Part one is titled "Boomers and hedge funds...
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Two wrongs make a right in health care REITs
Real estate and health care -- could there be two more volatile topics at the moment? Try combining them. Ventas Inc., a Chicago-based health care real...
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Hard to say I'm sorry
Financial Times columnist John Authers recently apologized to U.K. mutual fund investors for regularly haranguing them for, at least in the aggregate, acting dumb; they...
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Mutual funds enter guaranteed income space
The Wall Street Journal reports that Fidelity recently launched 11 Income Replacement funds, and Vanguard plans to launch three Managed Payout funds early next year,...
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