Bad Timing Drained Returns for Thematic Fund Investors: Morningstar
By Dinah Wisenberg BrinThe largest return shortfalls occurred in highly targeted funds that "posted eye-catching performance," said the reseach firm.
November 13, 2023
'Safe' Retirement Spending Rate Rises in 2023: MorningstarMorningstar's annual retirement income study had some "somewhat surprising findings," Christine Benz said.
November 01, 2023
The Butterfly Effect: How Chaos Theory Can Help With Retirement Income PlanningSmall changes made at key moments, especially early in the process, can have an outsize effect on results.
October 26, 2023
Social Security Child Benefits One Path to Ease Grandparents' Burden: StudyFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.
October 17, 2023
How Happy Are Americans With Social Security's Claiming Process?Recent retirees were asked to rate their satisfaction with the process on a scale of 1 to 10.
October 12, 2023
Here's One Way to Protect Near-Retirees From Market Shocks: Wade PfauNear-retirees with significant bond allocations can be steered off course by a rapid rise in interest rates.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.