Archive

Posts Tagged ‘responsible income’


Bond yields

Gaining perspective on the U.S. high yield bond market

Raising U.S. interest rates didn’t affect bond markets the way many pundits anticipated, but the bond markets certainly haven’t been sleepy. Are your clients’ portfolios appropriately positioned?

Feb 23, 2016 Categories: Portfolio Corner
Scales

Income investing: potential perils and benefits of preferred stocks

Preferred stocks were the glimmer of hope for income investors in 2015. But buyer beware before committing a chunk of client portfolios to that potential source of income.

Feb 16, 2016 Categories: Portfolio Corner
Income image

4 questions to ask of income-focused funds

Help your clients conduct the necessary due diligence on their income-focused funds to guard against inappropriate risk-taking.

Jan 12, 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

A holiday gift to investors from Chairwoman Yellen

The Fed’s decision to raise interest rates may be overall positive for investors looking to retire.

Dec 22, 2015 Categories: Portfolio Corner
Russell-15-35-50-rule

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
social security card

Thinking beyond Social Security: Congress creates opportunity for advisors

Certain Social Security claiming loopholes were closed as part of the Bipartisan Budget Act of 2015. Use this as an opportunity to converse with clients about their Social Security options.

Nov 5, 2015 Categories: Portfolio Corner
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