Investors overestimate gains warn John Hancock survey
John Hancock eighth national 401(k) survey shows 35 percent expect 16 percent annual stock gains for 20 years while bonds and money market returns also exceed historical levels. Alarmingly 40 percent favor their own company stock over a diversified portfolio despite Enron losses. Wayne Gates urges diversification and financial literacy with guidance from 401(k) administrators and planners.
MENTIONED IN THIS ARTICLE
John Hancock
Mathew Greenwald
Enron
Wayne Gates
Gates
Advice on divorce asset splits shows 50 50 not always fair
The case of Karen Steel highlights how a 50 50 settlement after a 25 year marriage to GE CEO Jack Welch left her with after tax losses. Experts Violet Woodhouse Carol Ann Wilson say asset division must reflect taxes pensions and future needs.
MENTIONED IN THIS ARTICLE
Jane Welch
General Electric
Jack Welch
Karen Steel
Steel
Violet Woodhouse
Newport Beach
Calif
Carol Ann Wilson
Boulder, Colo
Institute For Certified Divorce Planners
College of Divorce
Wilson
Harvard Law
Daniel Caine
Newton
Mass
Lorna Wendt
Gary
William Zabel
Manhattan
Who
America
Institute For Equality In Marriage
Worth Magazine
Web sites worth checking out consumer issues and investing
Helen Huntley highlights useful online resources for financial planning and consumer topics. She cites AARP Money and Work, free stock information at TrovePrice, Morningstar tools Portfolio X-Ray and Clear Future, and 403bwise com for tax sheltered annuities.
MENTIONED IN THIS ARTICLE
Aarp.org
Moneyguide
AARP
Troveprice.com
Morningstar
T. Rowe Price & Associates
Southern California
John Moore
Dan Otter
Also Mentioned on This Page
the Color of Money
Michelle Singletary
Singletarym
Washpost
National Association of Personal Financial Advisors
Napfa.org
The
Financial Planning Association
Fpanet.org
Plannersearch
Armed Forces
Foreign Service
Congress
Helen Huntley
SE Petersburg Times
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