Why Clients Want to Claim Social Security Early, and What Advisors Can Do
By John ManganaroWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.
October 28, 2022
Fed Seen Aggressively Hiking to 5%, Triggering Global RecessionMost economists polled see a recession as likely over the next two years, with the rest expecting a period of zero or negative growth.
October 27, 2022
Time to Retire the 4% Rule, Retirement Pros SayThe rule was meant to be a guideline, not a real plan, David Blanchett, David Lau and Shannon Stone say.
October 26, 2022
U.S. Bias Has Demolished Retirement Accounts in 2022There's no free lunch in investing, and the same strategies that helped U.S. investors are now harming them.
October 25, 2022
13 Scary Retirement Statistics to Read in the DarkBrave advisors must confront these frightening facts to ensure their clients are on a secure path to retirement.
October 25, 2022
Cato Scholar Makes Case for Means-Testing Social SecurityA Brookings economist balked at this idea, but the two scholars suggested some potential fixes with bipartisan support.