Will Low Investment Returns Wreck Retirement?
A challenging environment for asset returns demands new thinking, Michael Finke writes.
Just How Hot Are Liquid Alts?
Experimenting with alternative mutual funds is a complex and risky business, Michael Finke writes.
Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
The Trouble With Investor Optimism
Retirees’ growing confidence has downsides.
Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Financial Advisors Too Focused on Finance
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier
You know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income.