Most Life and Annuity Issuers Have Good Stormproofing: Moody's Analysts
By Allison BellAnalysts continue to see low rates as a bigger issue than mortality.
January 07, 2021
Ric Edelman: 12 Predictions for Bitcoin, Other Cryptos in 2021Edelman's RIA Digital Assets Council is bullish on cryptocurrencies as institutions start to pile in.
January 05, 2021
Roth IRA Conversions: What Advisors Need to KnowHere's how this retirement planning tactic interacts with RMDs and taxes, along with some Roth IRA conversion strategies to consider.
January 04, 2021
Will 2021 Be the Year Advisors Embrace Sustainable Investing?Many investors are asking for it, relative performance is strong and asset managers are providing more investment options.
December 30, 2020
Do 70/30 Portfolios Make Sense for Retirees?Morningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 29, 2020
4 ETF Predictions for 2021Experts anticipate more active ETFs, fee cuts, thematic and ESG funds, as well as ETF clones and conversions of mutual funds.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.