August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
July 29, 2022
Mental Health Could Have Major Impact on Social Security Trust FundIf disability claims spike in the pandemic's aftermath, retirement funds might be needed to cover the shortfall.
July 22, 2022
Wade Pfau Speaks Out on Retirement Product Some Advisors Love to HateVariable annuities with living benefits may be a good fit for a certain type of investor, says the retirement expert.
July 22, 2022
Debate: Should Congress Renew Advance Payments of Child Tax Credits?Two professors discuss whether to resume the advance payments for the second half of 2022 and beyond.
July 22, 2022
The Fed Is Failing in 4 WaysThe central bank could easily fall prey to the catastrophic policy mistake of returning to the 1970s trap of "stop-go" policies.
July 21, 2022
Can Buffer ETFs Protect Your Client From Sequence of Returns Risk?Defined outcome ETFs provide some protection from losses with some advantages over annuities, but tread carefully.
July 14, 2022
Debate: Should Pension Participants Accept Lump-Sum Buyouts Now?Two professors discuss the merits of accepting a buyout offer in lieu of receiving traditional pension benefits.
July 14, 2022
Can a Registered Index-Linked Annuity Protect Your Clients in a Down Market?A RILA can allow clients to participate in some market gains while limiting their risk of loss.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 08, 2022
Debate: Should the Government Preserve COVID-Era Breaks on Health Coverage?Two professors discuss the merits of keeping health insurance affordable for millions amid high inflation.