Archive

Posts Tagged ‘responsible income’


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

Investors seeking yield may take on unexpected risk

The low interest rate environment has caused some investors to take on more risk than usual in an effort to find yield. The results of this strategy have been painful in 2015.

Nov 3, 2015 Categories: Portfolio Corner
Windmills

Sustainable income investment solutions

An increasingly important topic for investors is how to invest for income. Unfortunately, there are common misconceptions when it comes to investing for income that can put investors’ financial goals at risk.

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