History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.
Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
The typical news cycle about the upcoming elections, low returns and high volatility have caused concern among many investors unsure about how to best position their portfolio. Four key habits of some of the most successful investors may help.
Imagine if you could offer your clients a “sure bet portfolio.” Would it ensure perfect investor behavior?
Help your clients, men and women alike, understand that the decisions they make early in retirement about Social Security can have a major impact on the benefits they or their spouse will receive for many years to come.
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?