Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How to Benchmark a Client Portfolio: Christine Benz
By Dinah Wisenberg BrinGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 04, 2024
What Would Happen if a Big Insurer Failed?The effect of a major failure on state guaranty funds is not clear, according to a Fed economist.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
September 03, 2024
New Ways to Help Clients Move Beyond the 60/40 PortfolioOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 29, 2024
Investors Race to Lock in Firm Annuity GuaranteesAthene, Corebridge and MassMutual led efforts to protect nest eggs through traditional fixed-rate contracts.
August 23, 2024
Only 8% of Workers Say They'll Wait Till 70 for Social Security: SurveyHalf of non-retired Americans said they are concerned or very concerned about outliving their assets, Schroders reported.
August 22, 2024
Traditional Variable Annuities Join the Sales PartyVolume increased less than for most other types of annuities, but it rose 20%.
August 21, 2024
Solving the Decumulation DilemmaA retirement researcher looks at a different way to combine managed accounts with income protection.