Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Getting Better Outcomes With Crypto and Other New Products
By Chip CastilleWhen clients ask about Bitcoin and ESG, advisors must explain how they can help attain investment goals.
March 31, 2022
Wade Pfau: TIPS and Annuities Good Bets When Inflation Is HighChanging the Social Security COLA index to CPI-E from CPI-W, the professor says, is "not a pressing need."
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 25, 2022
Morgan Stanley Assumes 155,000 Q1 U.S. COVID-19 Deaths in Earnings ForecastThat would be up from 129,000 in the fourth quarter of 2021.
March 24, 2022
Women Are Underserved and UnderinsuredA John Hancock executive looks at how to help women with their money now and in retirement.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."