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3 things every spouse must know about Social Security; Top retirement expense is your home; Financial simplicity should be a retirement priority
September 18 -
The payouts may be substantial, but don’t let the dividends from foreign equities and funds shrink because of tax withholding.
September 17 -
As the S&P 500 bounces around record levels, observers from Blackstone Group’s President Tony James to Yale Professor Robert Shiller find U.S. stocks overvalued, but the same isn’t true for foreign equities.
September 16 -
Testing a blended approach to retirement income; Calpers to end hedge fund investments; How to add diversification to your retirement investments
September 16 -
Emerging markets bonds are volatile so they aren’t for everyone. But three main factors behind the sector's outperformance over the past decade continue to push this asset class higher, advisors say.
September 15 -
Retirement health costs, planning for the wild card; Here are 3 important things to think about if you're retiring soon; Clean up that cluttered portfolio
September 15 -
In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.
September 15 -
With domestic oil and gas production forecasts buoyed by fracking extracting technologies, many investors have begun to seek new ways to refine their asset portfolios so they bolster efforts to help the earth achieve sustainability.
September 12 -
Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.
September 12 -
Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?
September 11 -
Applying your fantasy football skills to retirement savings; 7 fatal flaws in America's 401(k) plans; 3 steps to protect your portfolio in the next market crash
September 11 -
During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.
September 10 -
Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.
September 9 -
Should advisors be looking at a China that promises investor riches or a China that bodes disaster?
September 8 -
With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.
September 7 -
Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.
September 5 -
Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?
September 5 -
Can your financial advisor solve your retirement puzzle?; Don't let IRA contribution limits wreck your retirement dreams; How you can be happy in retirement
September 4 -
Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?
September 4 -
Delaying Social Security and covering your fixed costs are just two of the tips for creating a sufficient retirement income.
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