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Investment Advisor
June 2009
Marlene Y. Satter |
Saving Grace You made sure your clients had all the right protection; then insurance became a minefield. What now?   |
Investment Advisor
May 2007 |
The U.S. Court of Appeals Decision A PDF of the U.S. Court of Appeals for the District of Columbia Circuit's ruling on the Financial Planning Association vs. The Securities and Exchange Commission. |
Entrepreneur
January 2007
Jacquelyn Lynn |
Extra Cushion If you get sued, will your current liability coverage be sufficient? For most growing businesses, the answer is probably no, but increasing your liability limits can be costly. |
The Motley Fool
September 15, 2008
Dan Caplinger |
Are Annuities At Risk? With the financial troubles that annuity giant AIG currently faces, investors are concerned about what could happen to their annuities if the insurance companies backing them don't survive the credit crunch. |
The Motley Fool
December 20, 2011
Selena Maranjian |
Popular: Why the Bank Struggled in 2011 Is this risk-reward proposition right for you? |
IndustryWeek
July 1, 2004
Karen M. Kroll |
Life On The Island The life sciences industry taps Puerto Rico for tax breaks, educated workforce. |
Entrepreneur
December 2005
David Worrell |
Earners, Keepers Two entrepreneurs pump up Puerto Rico's economy while taking advantage of its tax incentives. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor
July 2009
Sherri Scordo |
6% Withdrawal Rate OK What's the magic number for client withdrawal rates? Various research has long pointed to around 4%, but research in recent years has nudged that rate to higher levels. |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
IndustryWeek
December 1, 2005
Traci Purdum |
Microsoft Makes It a Double Redmond, Wash.-based Microsoft Corp. is investing $65 million to expand its presence in Humacao, Puerto Rico, to position itself as a "growth center" for Microsoft of the Americas through manufacturing and exporting CDs and DVDs. |
Registered Rep.
August 21, 2012
Alan Lavine |
Avoid These Overlooked Selling Mistakes What better place than Florida, the retirement capital of the world, to see how registered reps can screw up selling something like life insurance. |
BusinessWeek
April 18, 2005
Gene G. Marcial |
Doral -- After The Hammering The top mortgage lender in Puerto Rico saw its shares plunge from $38 in late February to $21 on March 15 when it filed a 10-K for 2004. |
Financial Planning
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
Financial Advisor
May 2010
Alan Lavine |
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
The Motley Fool
August 24, 2009
Selena Maranjian |
A New Annuity You Probably Don't Need New York Life is rolling out a new offering of variable annuities. But variable annuities are often a bad idea for consumers. Investing directly in stocks may be a better idea. |
The Motley Fool
January 19, 2005
Stephen D. Simpson |
Doral Cools Down Puerto Rico bank's latest numbers may give pause to investors. |
Registered Rep.
September 1, 2005
Kristen French |
VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered. |
Registered Rep.
August 15, 2011
Alan Lavine |
Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. |
The Motley Fool
January 18, 2007 |
It Ain't Easy Being Banco Popular: Fool by Numbers Puerto Rico's largest homegrown bank released fourth-quarter 2006 earnings: Income Statement Highlights... Ratio Checkup... Balance Sheet Highlights... |
The Motley Fool
January 3, 2012
Sean Williams |
2012 Preview: Popular Here's what the new year has in store for Popular. |
Financial Advisor
November 2006
Mary Rowland |
The Future Is Immediate Annuities Forget plastics and hedge funds. Clients sleep better with a steady income. Financial advisors know about immediate annuities. But do you use them? |
BusinessWeek
July 3, 2008
Lynn O'Shaughnessy |
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic. |
Registered Rep.
April 15, 2014
Alan Lavine |
Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios. |
The Motley Fool
February 26, 2007
Dan Caplinger |
Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable. |
Commercial Investment Real Estate
Jul/Aug 2015
Mary Stark-Hood |
Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not. |
Registered Rep.
October 7, 2011
Stan Luxenburg |
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies. |
The Motley Fool
July 14, 2006
Stephen D. Simpson |
Popular but Struggling Times are tough for Banco Popular, Puerto Rico's largest homegrown bank. Investors, don't expect a dramatic overnight improvement in the business or its stock price. |
Financial Planning
December 1, 2012
Frank O'Connor |
Acting to Reduce Risk for Variable Annuities Sector Many variable annuity issuers made changes to older products or introduced new ones. |
The Motley Fool
April 20, 2007 |
Tough Times in Puerto Rico: Fool by Numbers The Puerto Rican banking company Popular released first-quarter 2007 earnings: Income Statement Highlights... Ratio Checkup... Balance Sheet Highlights... |
Chemistry World
December 20, 2012
Andrew Turley |
AkzoNobel sells $1bn chunk of paints business AkzoNobel has agreed to sell its North American decorative paints business -- covering the US, Canada and Puerto Rico -- to US group PPG for $1 billion. |
Managed Care
September 2007 |
Ninety Percent of Adults Eligible For Medicare Have Drug Coverage A study from the University of Michigan Institute for Social Research finds that 90 percent of Americans age 65 and older now have prescription drug coverage, compared to more than 75 percent who were covered in 2004. |
Financial Planning
July 1, 2013
Frank O'Connor |
More Fine Tuning for Variable Annuities Issuers kept busy in the first part of the year, but mainly by changing existing products. |
Managed Care
February 2001
Bob Carlson |
State Term Limits, Health Care Do Not Seem To Be Mixing Well State medical associations, hospital associations, health plan associations, and legislators on opposite sides of the political aisle seldom see eye to eye -- except when you ask them about term limits... |
The Motley Fool
December 12, 2006
John Dutemple |
What About My Health Insurance??! COBRAs? HIPAAs? It's a jungle out there. A job change is stressful enough without the worry of losing your health insurance. Here is a guide through the jungle of rules and options. |
| AskMen.com |
Puerto Rico: No More Monkeys Residents of Puerto Rico are stunned that its government has tentatively approved a plan to import and breed thousands of primates for sale to U.S. researchers. |
The Motley Fool
July 25, 2011 |
Columbia Banking System Earnings Preview Columbia Banking System will unveil its latest earnings on Thursday. |
Financial Planning
December 1, 2007
Ilana Polyak |
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. |
