‘Miracle on Ice’ Goalie Jim Craig Tells Advisors: Focus on Clients’ Dreams
In opener to FPA national conference, diversity and retirement awards are presented, while goalie for the 1980 Olympic hockey team regales attendees.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.
Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
Ordinary Americans Shouldn’t Need a Ph.D. in Finance to Retire
Morningstar spotlights research on the behavioral barriers that derail Americans from saving for retirement.
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.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
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.