Updated Saturday, May 30, 2015 as of 12:20 AM ET
Dividend Stocks Beat Bonds for Retirement Income: Retirement Scan
Over the past 50 years, dividends of the S&P 500 have grown an average of 5.7% a year, outpacing the average inflation rate of 4.1%; Plus, how Social Security could be used by the government to address retirement inequality.
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Clients give up access to their money with annuities, so they are advised to use only a portion of their savings in these products; Plus, they should activate a fraud alert if they think their Social Security number has been compromised. more »
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk. more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements. more »
To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations. more »
Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year. more »
Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so. more »
Default rates are far higher for corporates than for munis with the same ratings, a discrepancy regulators are hoping to address with a rule that takes effect June 15. more »
Sens. Ron Wyden, D-Ore. and John Hoeven, R-N.D., introduced legislation that would create Move America Bonds, which would generally be treated as exempt-facility, private-activity bonds but would have fewer restrictions and separate state volume caps that could be converted into tax credit allocations. more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement. more »
Given the unpredictability in forecasting, betting on rates rising can be just as risky as taking the opposite stance. more »
Former Federal Reserve Chairman Ben S. Bernanke is joining as a senior advisor, his second consulting agreement with a top money manager in as many weeks. more »
Instead of shifting all their assets to bonds and other safe investments, retired clients should keep some in high-quality dividend stocks; Also, clients should be self-centered when planning for retirement. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
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