Boomer Market Advisor September 2009
Cover Story
The race to retirement
Eight mutual fund managers weigh in on the buying opportunities to get your boomer clients back on track. It should be easy. Boomers accumulate assets as...
Features
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Morningstar's top 25 technology funds
Click to download Morningstar's top 25 technology funds PDF.
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Picking up the pieces
The mutual fund scandals of 2003 may be fading from memory, but fresh developments in other segments of the financial market have opened old wounds....
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529 Plans: Still a good boomer bet?
Despite recent state-initiated lawsuits, 529 inflows keep increasing and boomer parents keep saving for college. So, it's been rough. The Dow is down more than 2,500...
Columns
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A hard look at retirement income funds
The mutual fund industry is waking up to the boomer tsunami. New products offering targeted income and principal protection have emerged in the last few...
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Where LTCI should start
My research convinces me that boomers will have far higher expectations and greater demands for quality long term care. Having had the good fortune to escape...
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Three tips to ensure advisor efficiency
Operational efficiency is often ignored, but should be equally important from an advisor's perspective. How can we do more with less? How do we maximize...
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This may interest you
With short-term Treasury rates currently at Japanese-style lows, investors and advisors often ask annuity cheerleaders like myself if they would be wise to delay purchasing...
Departments
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Grandparents give billions
The amount that boomer grandparents are capable of handing down makes President Obama's 2009 stimulus look like lunch money. On average, two-thirds of grandparents age...
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Afr. Americans, Hispanics risk retirement shortfall
Nearly two of every five African-American workers and almost a third of Hispanic workers borrow from their retirement accounts. This compares to just one in...
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Retirement on hold 'indefinitely'
Advisor respondents in Brinker Capital's second quarter "Brinker Barometer" say clients fear they'll never know exactly when they should retire. Sixty-one percent said clients mainly...
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Client numbers rise as confidence sinks
It's been a dramatic year for both advisors and baby boomers, to say the least. And as retirement confidence plummets, advisors have seen the number...
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What does 'retired' really mean?
Retirement means different things to different people, and not all retirees fit the stereotype. In fact, just how many older Americans are actually retired by...
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Decades of warning signs
We can't blame the stock market entirely for boomers' poor investment showing. As MSNBC's John Schoen reminds us, the retirement pitfall "has its roots in...
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Stock & bond funds make a comeback
Boomers undoubtedly dominate mutual fund ownership, and it appears they've shaken their panic enough to come back in the second quarter this year. According to data...
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A catalyst to rebuilding retiree trust
No secret; in the current bear market, retirees and near-retirees are hardest hit. They've accumulated the largest assets levels, and with interest rates at historically...
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Stimulus for energy, infrastructure ... and retirement
Boomer investors can be happy with broad-based market exposure, but for those looking for something more exciting, sector funds can fit the bill. From the...
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How to recognize a boom, so retirement isn't a bust
As it becomes increasingly clear the worst is behind us, did our clients actually learn anything from the greatest global financial meltdown the world has...
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