From the desk of
Ed McCarthy, CFP


August 5, 2010

Interview
Five Questions for a Top Retirement Advisor
A discussion with Jose Rivera, CIMA, Senior Vice President of Investments with UBS in New York. more…
Financial Planning
How to Tell Clients They Can’t Retire Yet
It is tough to give clients the news that their finances won’t support their desire to retire from work immediately. Here’s how five top advisors handle that situation. more…
Industry Trends
Required Reading: Five Articles for Advisors in the Know
A look at the latest research from Vanguard, Morningstar and other sources on retirement income, investing and portfolio theory. more…
Investment Strategies
How to Get Clients Back on Track
The bear market set back many clients’ portfolios and retirement plans. We asked two top advisors to share recent cases in which they helped clients recover. more…

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