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  Planning Perspectives
Researched and time-sensitive tips for planning your family's wealth

Archive for March, 2006

The Return of Uncle Sam’s 30-Year Bond

Sunday, March 26th, 2006

Nearly five years after offering its last issue of 30-year bonds to individual and institutional investors—causing some to warn of a bond shortage—the U.S. Treasury has returned to the market place with a $14 billion issue of its longest maturity, perhaps leading you to ask yourself whether you should consider ...

The Perplexing World of Social Security and Earnings in Retirement

Sunday, March 26th, 2006

Launched in 1935 during the Great Depression as a principal component of Franklin D. Roosevelt’s New Deal recovery program, the Social Security System has earned an unquestionable reputation for the reliability of its stream of monthly checks to retirees, the nation’s first comprehensive source of retirement income. But did the laws ...

The Trials and Tribulations of Measuring and Comparing Investment Returns

Sunday, March 26th, 2006

Measuring and comparing investment performance is not an easy task. Consider, for instance, something as simple as the daily comings and going of the stock market. One month the Dow Jones industrial average (DJIA) is up and the next month it’s down. But do those changes really tell the whole ...