Archive

Posts Tagged ‘to and through retirement’


The Low-Return Imperative: Investing uncomfortably

Low return imperative

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.

December 20, 2016 Categories: Portfolio Corner

7 proofs that bonds don’t always go down when rates rise

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.

Dec 6, 2016 Categories: Portfolio Corner
Presidents, politics, surnames, and stocks

Presidents, politics, surnames… and stocks

The data shows that predicting Presidents and political parties should not influence portfolio positioning.

Nov 3, 2016 Categories: Portfolio Corner
4 habits of successful investors in volatile times

4 habits of successful investors in volatile times

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.

Oct 4, 2016 Categories: Portfolio Corner

A cure to bad investor behavior: the “sure bet portfolio”?

Imagine if you could offer your clients a “sure bet portfolio.” Would it ensure perfect investor behavior?

Sep 6, 2016 Categories: Portfolio Corner
Maximized Social Security benefits

What women want: Maximized Social Security benefits

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.

Jun 23, 2016 Categories: Portfolio Corner
Hourglass

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
Millennials are the future.
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