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Investments
Video
How real estate investments benefit clients
Retirees can use real estate investments as additional income, says adviser Mike Martin.
How much investing risk should your clients take in retirement? Retirement Scan
Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.
Video
ESG points to well-run companies
Investors may accept lower returns for responsible investments. But a trade-off isn’t necessary.
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The smart way to fine-tune your client’s portfolio: Retirement Scan
Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.
Top funds over 3 years with lowest expenses
Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.
Gender equality and financial success: Not mutually exclusive?
One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.
4 strategies that can help create durable income in retirement: Retirement Scan
To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.
'The best investments — anywhere,' according to top asset managers
“Severely undervalued companies,” were highlighted by investment exec panelists at the annual Morningstar Investment Conference.
Don't let ETF mania fool you, bearish bets abound in U.S. stocks
As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.
Is there really a retirement-savings crisis? Retirement Scan
Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.
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