Cato Scholar Makes Case for Means-Testing Social Security
By John ManganaroA Brookings economist balked at this idea, but the two scholars suggested some potential fixes with bipartisan support.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 19, 2022
Bill Gross Bashes 'Total Return' Bond Funds He PopularizedThey've clung to their benchmarks too closely, essentially becoming "quasi" index-tracking strategies, according to Gross.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
Why This Scholar Is Challenging Long-Held Assumptions About RetirementSita Nataraj Slavov's headline-grabbing assertion that young people should not prioritize saving for retirement is just the beginning.
October 18, 2022
Tax Breaks for Kids, Companies Are Suddenly Brewing in CongressRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 17, 2022
60/40 Portfolio Slump: Omen or Opportunity?Investing pros weigh in on what the balanced strategy's worst year in decades tells us about the future.