Fw: Retirement Income: Social Security Means-Testing For Wealthy A Possibility, Advisors Say

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Date: Fri, 2 May 2014 14:14:36 -0400 (EDT)

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Subject: Retirement Income: Social Security Means-Testing For Wealthy A Possibility, Advisors Say

May 2, 2014 News Social Security Means-Testing For Wealthy A Possibility, Advisors Say The bleak retirement picture for many Americans may result in Social Security benefits being eliminated or reduced for the wealthy, say many advisors in a recent survey by Financial Advisor magazine.  Are 401(k) Fees Too High? The High Court May Have An Opinion The Supreme Court might take up a case that forces plan sponsors to take greater fiduciary responsibility for their plans.   Two Top Money Managers Clash At Retirement Conference Margie Patel and Mark Yusko couldn't disagree more about investing in the U.S. -- and in emerging markets -- going forward.   Don't Equivocate On Individual Bonds Individual bonds present risks that offer no compensating increase in expected return, says the chief investment strategist at United Capital Financial Advisers.   Demonstrate Value by Solving Retirees' Income Puzzle Many boomers are now coming to realize that the investments they previously expected would provide income throughout retirement might fall short, says this advisor.  Muni Bonds Pose Questions For Advisors Risk, regulations and choices are evolving for this once-simple investment class.  How is your firm's business shaping up this year?          John Osterweis, chairman and CIO of Osterweis Capital Management, says the end of quantitative easing doesn't necessarily mean the start of aggressive Federal Reserve moves to "tighten" instead. The Fed has no reason to engineer a new recession, he says.        White Paper Click here to view our latest industry sponsored white papers on fa-mag.com. Portfolio Manager Insights:  Advisors, Watch Your Back, The Securities Litigators Are Lurking! When the markets suddenly tank, suddenly it's your fault. Your clients might even try to sue you.  Blogs Dorothy Hinchcliff:  Merrill Lynch Advisors Learn ABCs Of ESG If you still wonder whether it's worth talking to clients about values-based investing, consider what Merrill Lynch is doing.  Tom Kostigen:   Aloha Impact I discovered in, of all places, Hawaii a truly great article on how impact investing has become the new philanthropy.  Evan Simonoff:   Gundlach Sees 30% Odds Of New Lows In Interest Rates, More Deflation Possible Five years into the global QE experiment, the growing consensus is that it has been partially successful. Color DoubleLine CEO Jeffrey Gundlach skeptical.   Don Connelly:   Everybody Loves A Storyteller Good storytelling helps convey your message and gives clients a look at who you really are.      Conferences & Workshops Asset Manager Showcase May 19-20 Swissotel Chicago, IL Impact Investing Conference July 30 The Colorado Convention Center Denver, CO 5th Annual Innovative Alternative Investment Strategies Conference July 31-August 1 The Colorado Convention Center Denver, CO Creating An Exceptional Family Office Conference September 30-October 1 Hyatt Regency Boston Boston, MA Directed by Russ Alan Prince Webinars Building An Exceptional Charitable Planning Practice May 29 2:00-3:30 pm ET With Russ Alan Prince and Gemma Leddy Registration: $39.95          Click Here to read our current issue. Click Here to subscribe to Financial Advisor. Click Here to visit Impact Investing, our ongoing review of strategies for sustainable Investing.     Click Here to read our current issue. Click Here to subscribe to Private Wealth. Click Here to visit our Expert Views section, which features commentary from experts on a variety of issues. Contacts Dorothy Hinchcliff, Editor, FA Online dhinchcliff@fa-mag.com  |  732.450.8866 x17   Sandra Croce, National Digital Advertising Director scroce@fa-mag.com  |  732.450.0193   © 2014 fa-mag.com and Charter Financial Publishing Network. All rights reserved.

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