Investment Insights

Asset Allocation Advice for Older Retirees: Retirement Scan
An 80-year-old client will be better off keeping 70% of her investment portfolio in stocks if her Social Security benefits and pension payments are enough to cover her needs; Plus, can robots close the retirement savings gap?
If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling. Read More »
Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement. Read More »
Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you. Read More »
Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk. Read More »
Help clients understand that temporary losers in a volatile market are just that: temporary. Read More »
While the market is beyond anybody's control, clients can take steps to mitigate the impact of volatility on their portfolios; Plus, the biggest reason workers don't save enough for retirement. Read More »
Nearly half of respondents to a survey said they were “very or somewhat knowledgeable,” but failed to adequately answer questions about the rules; Plus, 3 reason to rethink your retirement. Read More »
Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year. Read More »
The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings. Read More »
Going back to school is recommended to pre-retirees who intend to work through retirement; Plus, choosing the right Medicare plan for your clients. Read More »
The Federal Reserve held interest rates near zero last week, though 13 of 17 policy makers still expect a rise this year. That forecast faces a major threat: The concerns that persuaded officials to delay action are just as likely to escalate over the next three months as to die down. Read More »
Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients. Read More »
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