Opinion

Displaying 2166 results
NEWS OPINION MAY 30, 2008
Ignoring Medicare enrollment rules can cost your client plenty

By Bloomberg
NEWS OPINION MAY 26, 2008
SEC cannot do more with less

What a time to be tightening the Securities and Exchange Commission's budget.

By MFXFeeder
NEWS OPINION MAY 19, 2008
Industry must address adviser shortage

Has anyone noticed that the financial advisory industry is shrinking?

By MFXFeeder
NEWS OPINION MAY 16, 2008
Six tax-lowering ideas for retirement income portfolios

By Bloomberg
NEWS OPINION MAY 15, 2008
Health care is part of wealth care

What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?

By Lewis J. Walker
NEWS OPINION MAY 12, 2008
Wanted: An economically savvy candidate

What this country needs is a presidential candidate who understands and cares about economics.

By MFXFeeder
NEWS OPINION MAY 05, 2008
Let the HSA experiment run its course

The House of Representatives is trying to cripple the experiment with health savings accounts by burdening it with extra layers of bureaucracy.

By MFXFeeder
NEWS OPINION MAY 02, 2008
Holding a client’s hand in a bear market

By Bloomberg
NEWS OPINION APR 28, 2008
Scared boomers may save for retirement

If there is a silver lining to the bursting of the real estate bubble, the weak economy and the attendant bear market, it may be that the great mass of baby boomers still 10 or more years from retirement might be scared into saving more for retirement while they still have time.

By MFXFeeder
NEWS OPINION APR 18, 2008
How to avoid a costly IRA beneficiary designation mistake

By Bloomberg
NEWS OPINION APR 14, 2008
Shareholders look to keep heat on executive pay

This year's proxy season could be a pivotal one in the battle for improved corporate governance.

By MFXFeeder
NEWS OPINION APR 14, 2008
Paulson's plan forgot the investors

On March 31, Treasury Secretary Henry Paulson released the Treasury's "Blueprint for a Modernized Financial Regulatory Structure."

By Bloomberg
NEWS OPINION APR 07, 2008
How fees can trigger stealth taxes

Since the tax laws are so complex, and often inconsistent, it's no wonder that the tax treatment of investment management fees varies widely.

By Bloomberg
NEWS OPINION APR 07, 2008
Reform should focus on country's needs

Judging by the heated reaction of members of Congress, Wall Street, the insurance industry, the savings-and-loan and regional-bank industries, etc., Treasury Secretary Henry Paulson's plan to revamp the nation's financial regulation is pretty good.

By MFXFeeder
NEWS OPINION APR 04, 2008
Investors are often mistaken about which strategies make a portfolio last

By Bloomberg
NEWS OPINION MAR 31, 2008
Updating the regulatory system

Judging by the thundering impact of the housing collapse, something is wrong with financial regulation.

By MFXFeeder
NEWS OPINION MAR 24, 2008
When physicians are your target

Despite the challenges faced by today's physicians — the soaring cost of malpractice insurance and declining insurance reimbursements are just two — doctors remain one of financial advisers' most sought-after niches

By Libby Dubick
NEWS OPINION MAR 24, 2008
The artful dance of liquidity

Not that we needed much confirmation, but the Federal Reserve Board's actions last week confirmed the seriousness of the financial crisis that was triggered by the bursting of the housing bubble.

By MFXFeeder
NEWS OPINION MAR 21, 2008
Help Retirees Combat Inflation

By Bloomberg
NEWS OPINION MAR 17, 2008
DOL proposes full disclosure plan

Ambrose Bierce, the famous American journalist, defined the word "oath" as a "solemn appeal to the deity, made binding upon the conscience by a penalty for perjury."

By Bloomberg