Cracking the Consumer Retirement Code, McKinsey & Company, 2006

One of the world’s leading management consulting firms looks at the issues facing financial services companies as they seek to develop products and services to attract their piece of the 76 million baby boomers that control some $15 trillion in assets. Download the report.

In the Long Run, Sleep at Home and Invest in the Stock Market, New York Times, August 19, 2005

Is it equity or equities? The New York Times reports that money invested in the Standard & Poor's 500 since 1980 has delivered a return of 10 percent a year on average. Including dividends, the return on the S&P rises to 12 percent a year. Even in New York and San Francisco, homes values have risen only 7 percent a year over the same span.    Read the Article.

The Retirement Journey, McKinsey & Company, 2005

In this report, McKinsey uncovers “a massive $66 billion profit pool that is growing faster than any other personal financial services segment." Financial planners shouldn’t miss this valuable publication that offers pathways to success in the new retirement market. Download the report.