October 29, 2011
- Top Concerns of Investors
Research tells us that there are six major concerns that investors are looking to solve:
Preserving wealth. (…)
October 18, 2011
- Don’t Leave Money on the Table
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)
October 17, 2011
- Investors Choose RIAs because of Fiduciary Duty
In a recent survey TD Ameritrade (HERE), Trust and Customer service are the most important reasons why clients opt to work with registered investment advisors (RIAs)
The quarterly query found that 29% of clients using RIAs said their fiduciary responsibility to work in the best interest of clients was the No. (…)
September 22, 2011
- Retirement Planning Challenges For Women
Here's another interesting article in Forbes (HERE) about the importance of Women becoming involved in their own retirement planning. (…)
August 17, 2011
- The Post Every Woman Should Read on Financial Planning
In our experience, couples may come in together, but each has a different focus – quite often it’s the women who lead the discussion about planning for the guardianship of children, and the men who lead the discussion about financial planning. (…)
April 7, 2011
- Critical Investment Lessons from Japan
At the end of each quarter, I send clients a letter summarizing events of the past three months. For this quarter’s letter, I wanted to highlight two important lessons for investors. (…)
April 5, 2011
- Protecting Investors from Tax-Related Internet Scams
It's tax season and the phishers are out in full force. (…)
March 26, 2011
- Inheritance Economics
Key points
Learn how to make the most of an inheritance
Depending on the size of the inheritance, you might need to create or revamp your financial plan. (…)
March 24, 2011
- Will I Ever Retire??
How did your portfolio do in 2010? And more importantly, what progress did you make toward your long-term financial goals? (…)
March 18, 2011
- Retirement Survey Shows Boomers Focused on Preserving Savings
Charles Schwab released findings from its latest quarterly retirement pulse survey, outlining how consumers plan for and approach retirement in the current economic environment. (…)
March 10, 2011
- Top Retirement Planning Stories of the Decade
Although much has happened during the last ten years, here are the most important retirement planning stories of the decade. (…)
February 17, 2011
- Financial Advisor improve your bottom line?
I’ve always believed an advisor’s biggest duty is to “save investors from themselves.” DALBAR conducts a study each year to re-confirm this fact. (…)
February 15, 2011
- Even the Rich Worry about Retirement
A new survey reveals increasing concern about retirement among both the affluent and millionaires, and are re-evaluating their portfolios and retirement planning approaches. (…)
February 12, 2011
- Women worry about Retirement, too
Affluent women are more concerned and less confident about retirement than affluent men, according to a new survey recently released. (…)
February 10, 2011
- Easy Steps to Become a Millionaire (Hah!)
Sounds like an infomercial, doesn’t it? (…)
September 23, 2010
- Women Face Unique Financial Challenges
Women face unique opportunities and challenges with their finances. Many women are marrying later in life, getting divorced more frequently and outliving their spouses by an average of 7 years. (…)
May 1, 2010
- Women Feel Concerned with Their Finances
A continuing trend – Women feel concerned about their finances, according to a recent study sighted in “When Living Longer is a Risk for Women” by Ruthie Ackerman (click HERE for link to full article)
Highlights of the article include:
During their lifetimes, women tend to make less money than men and, in turn, save less for retirement. (…)
