Dividend Stocks Beat Bonds for Retirement Income: Retirement Scan
Over the past 50 years, dividends of the S&P 500 have grown an average of 5.7% a year, outpacing the average inflation rate of 4.1%; Plus, how Social Security could be used by the government to address retirement inequality.
More in Investment Insights
Taxes matter in fund investing, even when there's no bill. Plus: Knowing the difference in costs on 401(k) and IRA withdrawals, and what to do after tax season. more »
Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid. more »
Rarely has it cost so much to purchase low-priced stocks. more »
401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas. more »
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk. more »
Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy. more »
Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash. more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements. more »
Top equity market investments in real estate over the past five years. more »
Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills. more »
Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds. more »
To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes. more »
Key to the hire was ex-Fortigent CIO Scott Welch's strong relationships with many of the country's top RIA wealth managers. more »
11 Creative Ways Advisors Have Changed Their Fees
The May Issue is now online!


Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here