Selling into a depressed market is not the brightest move ever, but that's what many clients are doing by cashing out their muni bond funds. The better play? Stay patient -- and buy individual bonds
Survey shows few pre-pensioners have set aside money for LTC or even raise the topic with advisers or loved ones
Truth-in-labeling law comes to medical insurance biz; 'plain English'
Combination life and long-term care polices are gaining serious traction in the marketplace. One for-instance: Sales for Lincoln National's MoneyGuard are up 62 percent over the past year.
As Congress attempts to trim the nation's deficit, advisers and their clients should brace for a less generous tax code in 2013, said James Delaplane (pictured), at the <i>InvestmentNews</i> Retirement Income Summit.
Small-town resident has raked in $21M in four separate jackpots. Mathematicians put the odds of this happening at 18,000,000,000,000,000,000,000,000 to 1. That's a lot of zeros.
Here, you'll find the top ten SMAs across six different categories, with data provided to InvestmentNews exclusively by Prima Capital.
The average 401(k) retirement plan balance has reached the highest level since Fidelity Investments began tracking account values in 1998
Wells Fargo dramatically rejiggered its regional management set-up — with five execs losing their positions. According to a bank spokesman, the move is intended to help Wells 'realize the efficiencies of the merger with Wachovia.' One of those efficiencies: Cross-selling to Wachovia clients.
The Fed Reserve's quantitative easing is finally about to end. S&P analyst Michael Souers says this could be a real a boost for Treasuries with less lengthy maturities. Retirees, take note.
They suddenly begin focusing on retirement income, says adviser at the InvestmentNews Retirement Income summit
Lender making big push to win ultra-wealthy clients, with ex-Wells execs leading the charge
Clients in less-populated areas will be left to get their advise from talking heads
But money flowed into TDFs run by Vanguard and T. Rowe Price in the first quarter
Despite a rebounding economy, the humber of 'underwater' mortgages in the U.S. now stands at a whopping 28%. And real estate analysts say there's more where that came from.
Advisers may have a sense on how to prepare for a retirement that's right on time, but an unexpected retirement due to illness or layoff can shake even the most stable plans.
Making the case for alternative investments in a long-term, properly allocated portfolio is easy
When it comes to taxes and tax planning, what we've got here is a failure to communicate
Rising medical costs and longer live expectencies are putting the squeeze on long-term-care insurance providers. This week, another carrier -- Guardian Life -- said it's exiting the LTC biz.
