Author Archive for Phill Rogerson

The value of expecting the unexpected


Some things in life are unavoidably uncertain – including our life expectancy. If you don’t know how long a client’s retirement will be, how can you help ensure their retirement income stream will last?

May 10, 2016 Categories: Portfolio Corner
Financial Professional Outlook

Exploring the risks and challenges of generating yield

In the latest Financial Professional Outlook, many advisors say yield-focused investment strategies are a good option for clients, but their reasoning raises some questions.

Jan 7, 2016 Categories: The Art of Advising
Financial Professional Outlook

What to do when market uncertainty becomes unproductive

In the latest Financial Professional Outlook, persistent investor uncertainty shakes advisors’ market optimism.

Dec 8, 2015 Categories: The Art of Advising

The power of growth after retirement: 15/35/50 Russell’s retirement lifestyle rule

New research by Russell Investments shows that a substantial portion of retirement income comes from investment growth that occurs during retirement. Are your clients’ portfolios appropriately positioned?

Nov 17, 2015 Categories: Portfolio Corner
Investors grim view of retirement

Uncertain, afraid and powerless: How to turn around investors’ grim views of retirement

Several recent surveys, including our own June 2012 Financial Professional Outlook, point to investor uncertainty about the markets and a general mood of pessimism about their financial prospects for retirement. It seems these concerns about retirement are not only a domestic issue either.

Jul 19, 2012 Categories: Portfolio Corner

How important is retirement income planning to your business?

If you’re anything like the advisors surveyed in our just-released Financial Professional Outlook, retirement income planning plays an important role in your practice. And it’s likely to increase in the coming years. The reason is that 10,000 Americans are reaching retirement age every day1. And now that Baby Boomers have begun turning 65, retirement income

Jun 14, 2012 Categories: Portfolio Corner

The uncertain generation

We all know that markets don’t like uncertainty. It turns out that investors don’t care for it all that much, either. And that point is especially valid for the Baby Boomer generation. It makes a lot sense when you think about it. The very first Boomers are officially hitting retirement age this year, and face

Oct 4, 2011 Categories: The Art of Advising
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