Retirement strategies >>

Phantom stock plans
Article posted by Matthew Schiff
The benefit provided to the key employee under the simplest form of phantom stock plan equals the appreciation in the value of the “phantom” stock between the date the employee is credited with the phantom shares and the date the benefit is paid.

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Investments >>

The unique struggle of the sandwich generation
Article posted by David Port
Fortunately for boomer clients supporting aging parents and college-aged children, a number of insurance products can make their money stretch farther.

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Regulatory >>

The power of the Pension Protection Act
Article posted by Mike Padawer
Many annuity owners now realize they may need to use those assets to cover long-term care expenses during retirement. Simply put, since the original goal for these annuities has changed over time, it may be time to consider leveraging the power of The Pension Protection Act of 2006 (PPA).

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Retirement plans >>

Roccy Defrancesco
Why smart beta is stupid
Article posted by Roccy DeFrancesco
I don’t like smart beta because it doesn’t cure the flaw with any indexing strategy. What flaw is that? Investment risk!

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Economy >>

Warren Hersch
These 6 charts show what American workers really think about the U.S. economy
Article posted by Warren Hersch
Good news for advisors: More than half of American workers (53 percent) expect to save or invest their tax refund this year.

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