Help your clients conduct the necessary due diligence on their income-focused funds to guard against inappropriate risk-taking.
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.
The Fed’s decision to raise interest rates may be overall positive for investors looking to retire.
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?
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.
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.
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.