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More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?
February 16 -
Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?
February 16
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A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.
February 14 -
Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.
February 12 -
Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.
February 10 -
Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.
February 10
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Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
February 9 -
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.
February 8 -
Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.
February 8 -
There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.
February 1
