Close Close

Retirement Planning > Retirement Investing

Required Reading: Five Articles for Advisors in the Know

Your article was successfully shared with the contacts you provided.

Vanguard Reports: How America Saves 2010

The report — based on records for more than 3.2 million plan participants–found that many participants in 2009 experienced higher account balances, traded minimally in response to market volatility, increasingly diversified their assets through automatic investment programs, and protected their retirement nest egg when they left their employer.

EBRI Retirement Readiness Rating: Retirement Income Preparation and Future Prospects

The Employee Benefit Research Institute has released the 2010 update of its study that assesses retirement income prospects in the U.S.

Retirement Income Strategies – Why Diversification Matters

A white paper from Principal Funds examines how a diversified portfolio of non-core income strategies used alongside traditional core bond holdings has the potential to boost total portfolio income without material increases in risk.

The Role Of Annuities in Retirement Income Planning: A Look At The Academic Research

David Littell and Craig Lemoine highlight the latest academic research on annuities’ role.

A Commonsense Approach to Retirement Planning

Morningstar Advisor’s Christine Benz talks to advisor Harold Evensky about the financial challenges facing retirees.


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.