Moving and Retirement
Managing Financial Goals: Study on Investment Advisers and Broker-Dealers
"the standard of conduct for all brokers, dealers, and investment advisers, when providing personalized investment advice about securities to retail customers ... shall be to act in the best interest of the customer without regard to the financial or other interest of the broker, dealer, or investment adviser providing the advice" more »
The Question of Downsizing and The Three Deer
What if your ectoplasm ends up hovering over a squabble about whether to sell or store your maternal grandmother’s wedding present? What if no one has any interest in my prized first edition of Wallace Stegner’s collected short stories complete with a long inscription? So what, if no one wants that little nude? I forgive them if they donate all those watercolors I did of barrier island scenery after visits to Cumberland Island. more »
Ben Speaks: The Economic Outlook and Monetary and Fiscal Policy
The pace of economic recovery seems likely to be moderately stronger in 2011 than it was in 2010 ... considerable time likely will be required before the unemployment rate has returned to a more normal level ... average hourly earnings have risen only 1.6 percent ... I hope that the Congress will seek reforms to the government's tax policies and spending priorities ... more »
MetLife Mature Market Study: An $8.4 Trillion Boomer Inheritance
The wealthiest Boomers will be given an average of $1.5 million, while those at the other end of the spectrum will be left $27,000, an amount that represents a larger percentage of the latter group’s overall wealth. Two-thirds of all Boomers stand to receive some inheritance over their lifetime. more »