You may have heard this in our magazine before: Insurance is an important component of wealth management, and too few reps have made the effort to fit it into client portfolios. Well, we're beating the same drum, only louder this time, because so...
Here’s something that might make Al Gore smile: Clean energy is great for your investment portfolio, too. At least some recent research by The Leuthold Group suggests this could be the case. Leuthold has put together a list of 27 “...
Upon losing a Senate race to Stephen Douglas in 1858, Abraham Lincoln described the experience, saying he was reminded of that boy in Kentucky, who stubbed his toe while running to see his sweetheart. The boy said he was too big to cry, and far...
By now, you may have heard more than a few clients complain about the magnitude of the tax bills for short-term capital gains that they'll be paying in April. The rising market produced a gusher of trading profits in many funds, but the clients...
If you want to help fight the war on terror with your pocketbook, plunk down some loot in the Roosevelt Anti-Terror Multi-Cap fund. The tiny mutual fund, with just $14 million in assets, changed its name from Abacus Bull Moose Growth fund last...
The possibility of an early retirement is a dream for any client. Indeed, the words “early retirement” conjure pretty images from magazine advertisements (golfing, traveling, grandkids). But what happens when early retirement occurs...
New York Attorney General and Governor-elect Eliot Spitzer, is asking a Northern California court to disapprove the settlement terms of an overtime suit against UBS.
Merrill Lynch has launched a new benefit program for its army of 15,700 brokers that will provide financial assistance to their families in the event of their death. The added death benefits include a lump-sum payment based on a flat 36 percent of...