Social Security COLA: What's Working, What's Not
By Jason Fichtner | Michael FinkeThe way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.
January 04, 2021
Will 2021 Be the Year Advisors Embrace Sustainable Investing?Many investors are asking for it, relative performance is strong and asset managers are providing more investment options.
December 30, 2020
Do 70/30 Portfolios Make Sense for Retirees?Morningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 29, 2020
4 ETF Predictions for 2021Experts anticipate more active ETFs, fee cuts, thematic and ESG funds, as well as ETF clones and conversions of mutual funds.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.
December 22, 2020
5 Facts About Big New Spending Package for Annuity SellersThe package contains large sections relating to unemployment insurance, health insurance and even horse racing
December 21, 2020
LPL's Retention Deals for Waddell & Reed Reps 'More Than Generous': RecruiterPackages of 30 to 50% of prior year's fees and commissions are likely to entice many advisors to remain with LPL Financial.