Updated Monday, May 25, 2015 as of 1:29 AM ET

Portfolio

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.  More »
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.  read more »
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Financial advice sometimes includes relationship guidance. Here are a few strategies I use when talking to clients about prenuptial agreements.  read more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.  read more »
To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations.  read more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.  read more »
Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.  read more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.  read more »
The May Issue is now online!


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Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

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