Investment Insights

Clients May Need Less Retirement Income Than They Think: Retirement Scan
People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.
A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients? Read More »
Market performance under different U.S. presidents highlights the importance of heeding this key economic measure. Read More »
Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers? Read More »
Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets. Read More »
Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid. Read More »
A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles. Read More »
Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts. Read More »
Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside. Read More »
Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement. Read More »
Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year. Read More »
These funds are only for true long-term planners. Nervous Nellies need not apply. Read More »
The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients. Read More »
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