Some Target-Date Funds Miss in the Market Turmoil: Retirement Scan
The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.
More in Investment Insights
Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds. more »
Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking. more »
It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives. more »
There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind. more »
Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model. more »
Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing. more »
Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market. more »
Municipal volume is forecast to plunge to the lowest in six months as end-of-summer holidays approach. more »
The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call. more »
Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement? more »
Which firms on the S&P 500 have the most cash on hand? more »
Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some. more »
China is the central focus of a global market rout that has left the Dow with its worst four-session performance since November 2008. more »
The September Issue is now online!


Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

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

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

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

Already a subscriber? Log in here