Bridge to Somewhere

"Liability-driven investing for individuals" is how J. Brent Burns, MBA, (left), and Stephen J. Huxley, Ph.D., describe Asset Dedication, which is the name of their bond-laddering methodology, their book and their company.

Luck of the Draw

In this second installment of our series on retirement risks, we examine sequence-of-returns risk: what it is, what it can cost, and how best to deal with it.

Holiday Cheer

Forget doom-and-gloom. Recent research suggests that the Crash of 2008 will not prevent most Boomers from retiring as planned.

Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.
Featured

‘Here There Be Dragons’

There is no actuarial roadmap through what could be a completely restructured health insurance marketplace. "It's terra incognita," says this consultant and author.
News

Financial Industry Wants Fed As Its Watchdog

The Federal Reserve "is the financial fire department... to which financial institutions and markets naturally turn in time of crisis," say the leaders of MetLife, Goldman Sachs and other large financial services companies.

Big Money Gravitates to Wirehouse Stars

About 80% of wirehouse assets, or $3 trillion, is managed by advisor teams that manage over $200 million each, Cerulli Associates reported.

An Announcement From Chairman Scrooge

Less than a quarter (24%) of 300 companies surveyed by Hewitt Associates are offering holiday bonuses this year, down from 42% in 2008.