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Now that your high-income clients are paying attention to Greece, here is an interesting question to ask them:?"Which is worse off financially...Greece or New Jersey?"This ...

Imagine that you are doing an annual review for a client who has planned long and well for retirement. This client is expecting to retire ...

Author's Note:Many leading financial advisors and a growing number of investors are accepting the fact that we have entered a new era - one that ...

Imagine that a client - a 42-year-old manager of a privately held company - calls you, concerned and seeking advice. He says: "I've been offered ...

For many years, some of your clients have been counting on their defined benefit (DB) pension plans with the same confidence they have in counting ...

76 percent of public employees have pension coverage. 43 percent of private employees have pension coverage. 40 percent of U.S. retirement plan assets are represented by private sector plans. Source: Workforce Management

Investors are creatures of habit, especially when their habits have produced consistently rewarding results with low risk. An example is the deep attachments some of ...

The United States is suffering an economic crisis and there is little that the President, Congress or the Federal Reserve can do to fix it. ...