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.
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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 »
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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 »
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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
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