Collection: Guaranteed income

LPL files IPO

Gary Cotter, of Cotter Financial in Sun City Center, Florida, feels that LPL’s June 4, filing for an IPO is overall a positive move. Having “a clear understanding of what equity in the firm represents” should make it easier to recruit, he says, and he also feels that the added publicity LPL will gain from going [...]

Leave a comment Continue Reading →

The Republican plan: an anemic economy through election day 2012 – CSMonitor.com

The Republican plan: an anemic economy through election day 2012 Republicans have no intention of stimulating the economy. They want it to fix itself. Of course, that didn’t work during the Great Depression. Do the Republicans really believe, against historical evidence, that an economy left alone will repair itself? Or are they hoping to use [...]

Leave a comment Continue Reading →

Stocks end day with big gains, Dow up 200-plus – Business – Personal finance – Stocks & economy – msnbc.com

NEW YORK — Stocks ended trading sharply higher Thursday, one day after the Federal Reserve announced a $600 billion plan to stimulate the economy. According to preliminary calculations, the Dow Jones industrial average rose 219.64, or 1.96 percent, to 11,434.77, a day after closing at its highest level since September 2008. The dollar fell against other [...]

Leave a comment Continue Reading →

LPL Financial Gears Up For $515 Million IPO – Halah Touryalai – Working Capital – Forbes

Image via Wikipedia Halah Touryalai WORKING CAPITAL LPL Financial Gears Up For $515 Million IPO Nov. 4 2010 – 2:52 pm | 103 views | 0 recommendations | 0 comments LPL Financial, who you have probably never heard of, is going public soon and it’s poised to raise $515 million. The cunning brokerage firm announced [...]

Leave a comment Continue Reading →

UPDATE 1-LPL to raise up to $515 mln in IPO | Reuters

Image via Wikipedia Tue,Wed Nov 3, 2010 6:25pm EDT * LPL Investment Holdings to register 17.2 mln shares * LPL proposed maximum price is $30 a share * Shareholders to sell 15.6 mln shares By Joseph A. Giannone NEW YORK, Nov 3 (Reuters) – LPL Investment Holdings, parent of independent brokerage network  LPL Financial, on [...]

113 Comments Continue Reading →

Minds over money: How to win the retirement game of risk – Sep. 8, 2008

Moshe A. Milevsky is a math whiz who trains his brainpower on retirement planning. His view: Success comes to those who hedge their bets. Interview by Eric Schurenberg, Money Magazine managing editor Last Updated: September 11, 2008: 12:15 PM EDT “Stop thinking about how to beat the market and start thinking about an income you [...]

Leave a comment Continue Reading →

Are GLWBs a good value for all index annuity buyers?

Scott Stolz is a friend and one of the most highly respected professionals in our industry.   He leads the venerable Raymond James insurance and annuity marketing group, which is highly focused upon consumer benefits and a leading distributor of annuities in the U.S.   I believe these numbers would be more favorable for GLWB if the [...]

Leave a comment Continue Reading →

Understanding Annuities

// Understanding Annuities – This could be a useful consumer piece supplied by the state of Wisconsin. Related articles: Mandating Annuities in Retirement (seekingalpha.com) For Some Retirees, This Annuity Makes Sense (forbes.com) 4 Ways To Repurpose Your Blog Posts (mindsproutmarketing.com) Anti-Annuity Sentiment Boils Over Before DOL Hearings (blogs.forbes.com)

Leave a comment Continue Reading →

Inflation in the World and the History of What Things Cost in America Since 1776

The net impact 234 years is a 29-fold increase in the cost of goods.   What cost a dollar in 1775 would cost $29 dollars today.   If you earned $1,000 in 1775, then you would need to earn about $30,000 today to have the same purchasing power. However the actual goods vary wildly according [...]

1 Comment Continue Reading →

Annuity Analytics: How Risky is Longevity? Posted by Wade Dokken

MOSHE A. MILEVSKY EXECUTIVE DIRECTOR, INDIVIDUAL FINANCE AND INSURANCE DECISION CENTRE Moshe Milevsky, Ph.D., is the executive director of the Individual Finance and Insurance Decision (IFID) Centre and an associate professor of finance at York University in Toronto. The popular speaker and author most recently published Are You a Stock or a Bond? Create Your [...]

1 Comment Continue Reading →