Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
July 25, 2022
Gallup Sees Fewer Americans Retiring Before 65Relatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.
July 22, 2022
Fee-Based Advisors Feel More Successful: American CollegeA survey team found a connection between fee revenue and self-defined success, particularly for women.
July 22, 2022
Moshe Milevsky Publishes Tontine How-To BookHe says the pools can help the participants maximize income.
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 21, 2022
Tontines Are Alive, and They Could Compete With Annuities in the U.S.A tontine could give clients a way to build a lifetime retirement income stream without insurer guarantees.
July 20, 2022
Munnell Doubts the Typical U.S. Retirement Age Will Keep RisingThe researcher says the winds that were pushing the average higher have faded.
July 20, 2022
Where to Look Now for Investment Returns: BofAThe current economic cycle is a bit unusual, but inflationary pressures have likely peaked, a BofA Global Research economist says.
July 14, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingA new surge in COVID-19 could lead to unexpected medical expenses for clients and unwanted time without wages for others.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
July 13, 2022
5 Worries Not Weighing Down Retirement SaversClients have many financial fears, but they think some areas are under control.