Boomer Market Advisor October 2009
Cover Story
2009 Readers' Choice Awards
Question No. 1 Which company has the best marketing and educational materials to assist you in calming nervous clients in the current market environment? WINNER American Funds We're...
Features
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LTCI - The retirement planning glue that holds it all together
Common mistakes to avoid in talking LTCI with clients: Selling LTCI as an investment product. "Far too many agents," says Jesse Slome, head of the...
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Losing it all to taxes
Losses to roll This first piece of strategy isn't necessarily new. Taxpayers have been able to offset capital gains with capital losses for some time now....
Columns
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What Monte Carlo is not telling your clients
1 Assumptions of Monte Carlo Simulation are referenced in article above, reported results are the expected value based upon five million trial simulations. Expected values...
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Mortality expectations provide ral value
We know that a large number of baby boomers are going to retire with barely enough - or not enough - money to meet their...
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Five tips for better tech results
While I've previously mentioned that there are any number of resources available to help you make sense of technology, I also know from the e-mails...
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Take your practice into a new retirement arena
Most of you are aware that new federal regulations surrounding mandatory retirement plan fee disclosures and participant advice were put on hold. While I'm not...
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An LTCI product we actually want
Starting Jan. 1, 2010, your clients will be able to buy a financial product that combines an annuity with long-term care insurance. Since many Boomers...
Departments
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Are your clients more Green Acres than Park Avenue?
According to Robert Powell's Retirement Blog at MarketWatch, if baby boomers follow migration patterns similar to those of their predecessors, the rural population age 55...
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Boomers, bottles, beer bongs
We've focused recently on the increasing use of illicit drugs by baby boomers (shocked, we know). It goes with the stereotype; psychedelics and lots and...
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Bashing boomers a good career move
Indiana Governor Mitch Daniels caused a stir earlier this summer by talkin' about his generation -- and not in a good way. "We were pampered in...
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Sick boomers are a safe bet
Increased use of health care services by baby boomers? Good. Trying to figure out just what the heck Congress will do in the health care...
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Frugal baby boomers - the new normal?
A year after "shop 'til you drop" stopped, the nation fixates on this question: Will consumer spending ever return to pre-recession levels? So asks the Associated...
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Managing money during retirement
Almost goes without saying-poor distribution planning will be an area of increased client complaints in coming years. Advisors who have poorly structured client portfolios and...
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Bubble-proof your clients' retirement
As retirement investors begin to recover from a devastating financial crisis, a period of honest reassessment is in order. Given that 401Ks have become the...
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Mutual funds account for 22 percent of retirement market
Given mutual fund popularity, we thought it would be bigger. Granted, 22 percent of any market is nothing to sneeze at. According to ICI, at...
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Let's hope it's a lagging indicator...
2/3 Employer-sponsored retirement plans play a key role in helping American workers save for retirement. The bulk (nearly two-thirds) of Americans' retirement assets was held in...
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October 10-11, 2013
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