Asset allocation among retirement investors
Article Abstract:
The author examines statistics regarding how investors have allocated assets and funds for retirement.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
California, Statistics, Pension funds, Investors, Retirement income
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Avoid private litigation: go behind a fund's prospectus
Article Abstract:
The author discusses means for examining mutual fund prospectuses by investment advisors to avoid problems which might lead to litigation.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Management, Evaluation, Mutual funds, Prospectuses
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Equity-indexed annuities: what they are and how to sell them suitably
Article Abstract:
The author discusses equity-indexed annuities, how they work, their value as investments, and points to emphasize when marketing them.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Direct Life Insurance Carriers, Life insurance, Annuity Insurance, Usage, Marketing, Annuities, Index participations
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Subjects list: United States, Methods, Portfolio management
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