Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
Protecting Your Clients’ Portfolios From Unpredictable Expenses
With growing life spans, rising costs of living and the death of corporate pensions, retirement has become unprecedentedly expensive.
Growing and Aging Retiree Population Puts Focus on Medigap Need
Americans today are living longer, which is certainly great news. But they are also encountering more health care issues and expenses as a result.
Emerging Markets Top Pick for Manning & Napier Fund
Manning & Napier’s International Series Fund seeks out unique investment opportunities that its managers believe will flourish under prevailing countrywide themes.
Tiger 21 Ultrawealthy Still Favor Stocks, but Private Equity Gains
Annual survey finds UHNW invest in what they know (like their own companies). Apple noses ahead of Berkshire Hathaway as top stock pick.
Qatar’s New Diversification Fund Attracts Investors
If ever there were an example of investing internationally to reap the benefits of diversification, perhaps Qatar’s new venture is a shining example.
Families Find Caregivers in Increasingly Short Supply
As the popularity of professional long-term care services grows among seniors, so does the need for informal assistance from adult children and other family members.
Under the Hood: What You Should Know About the YCharts Tool
YCharts is one of the most impressive applications for research and analysis I've seen in over 25 years as an advisor.
Oil Price Plunge Creates New Winners, Losers
Market shifts amid energy upheaval.
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.