Risk

The decisions made before they retire are integral to their success, according to an expert.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.

Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves