According to a study by the Employee Benefit Research Institute, over a quarter of retirees are spending more than they can afford due to the pressures of inflation and a ...Read more Comments Off on Protecting Retirement Portfolios in a Bear Market
According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...Read more Comments Off on Why Advisors Shouldn’t Dismiss Index-Linked Annuities
Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections. Read more at Kiplinger ...Read more Comments Off on Choppy Market Impacting Your Retirement Income Plan?
Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...Read more Comments Off on Why rising interest rates threaten bond funds
Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...Read more Comments Off on Opinion: How retirement planning needs to change in the new year
Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...Read more Comments Off on Retirement Income: Spotlight on Annuities
Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...Read more Comments Off on How to Invest for Capital Preservation