Boomer Market Advisor September 2007
Cover Story
An equitable solution
With an overwhelming number of mutual fund products offered by hundreds of companies and money managers, price competition should be stiff and prices low. But...
Features
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Greenspan calls on boomer advisors to act
The Millennium Broadway Hotel near Times Square was the setting for an intimate dinner with Dr. Alan Greenspan last April. Sponsored by the Million Dollar...
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Finding alpha
One - Alpha is to be found where people misunderstand businesses, and fear creates opportunity with stocks that are unduly punished (like some companies that...
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Here to stay
Socially responsible investing, in the modern sense, has been around since the late 1960s but its roots can be traced to religious traditions that date...
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The secret to low client acquisition costs
How do I get if front of 25 to 35 qualified prospects at a time? How can I lower my total cost of client acquisition?...
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Funds that fill a boomer niche
There's a reason CNBC has dubbed Vern Hayden "Mr. Mutual Fund." Mutual funds are Hayden's bread and butter; instruments that have solidified his reputation and...
Columns
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An incredible tax savings opportunity, Pt. 2
For individuals with existing IRAs who meet the income limitations for a Roth conversion, the tax law is clear; you can roll the after-tax assets...
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Boomer work left undone
A good deal of my business involves interviewing affluent baby boomers. I'm struck by how open, candid and competent they typically are. But when I...
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Garbage in, garbage out -- Be wary of your fund analysis provider
The advantages of mutual funds are well known and won't be restated here, but with so many choices to make (over 10,000 different mutual funds),...
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A Web of regulatory scrutiny
As more advisors use the Internet to attract and retain clients, their Web sites may attract unwanted regulatory scrutiny. Therefore, it is imperative to recognize that...
Departments
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Money ball
Matt Murphy has sticker shock. Remember him? The guy who caught Barry Bonds' record-shattering baseball? John Barrie, a tax lawyer with Bryan Cave LLP, says Murphy...
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Best cities for baby boomer retirement
What are the top places to live in for boomers age 50-plus? AARP The Magazine unveiled its annual list of the top five places to...
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Nursing homes 2.0
No more three patients to a room. Changes are under way in assisted care meant to appeal to aging boomers. The Forest Grove News-Times reports...
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China now key to boomer retirement success
The rise of the Chinese market might now affect boomer retirement in the U.S. The Seattle Times reports that many Americans' retirement security may depend...
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Savings rate not awful - but still bad
Phil Izzo of the Wall Street Journal noted a bright spot in the government's revisions to gross domestic product in late July: Americans are saving...
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Good news -- Retirement accumulations make huge leap
Despite the dismal savings rate, the Investment Company Institute reports that retirement accumulations jumped a whopping 11 percent year-over-year from 2005 to 2006. Among the...
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Don't flip this house
Boomers with a heavy allocation in hard real estate assets might want to avoid certain cities. Forbes recently released its list of the riskiest U.S. housing...
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Boomer solutions beyond our borders
No surprise, UPI reports that U.S. economists are concerned the country's economy will be stressed by mass retirements of baby boomers in coming years. According to...
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Waging the fee versus commission war
In today's regulatory environment, advisors are considering the benefits of fee-based models versus that of commission-based products. Many advisors find their broker/dealers compliance requirements more...
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Funds that avoid the AMT nightmare
The alternative minimum tax was originally created in 1969 to ensure that wealthy individuals who had managed to skirt taxes under the conventional tax system...
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Commodities and boomers -- A surprisingly perfect match
Believe it or not commodities -- yes, a basket of long-only, fully collateralized commodity futures positions, once thought too risky and complicated for individual investors...
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Prepare your clients for the return to large-cap growth
Like a steady drumbeat, the market continues to forecast the return of large-cap growth after years in asset allocation limbo. Before we dive head first...
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What do index funds really hold?
Passive index funds generally have lower management fees because they are not actively managed. Index fund managers maintain appropriate stock weightings to match index holdings....
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Working Smarter: Engaging Prospects And Clients Through Social Media
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