Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Kitces: Why Advisors Must Specialize Now
By Jeff BermanThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,
August 09, 2022
Why It Pays to Shop Around for AnnuitiesThe average variation in payout rates has historically topped 30% for some types of annuities, recent research finds.
August 08, 2022
Warren Buffett Buys the DipBerkshire Hathaway was a net buyer of equities in the quarter, reporting $3.8 billion in purchases.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 04, 2022
12 Best & Worst Broker-Dealers: Q2 Earnings, 2022In the worst quarter for the S&P 500 since 2020, four big BDs reported earnings growth.
August 03, 2022
Lean Into Tough Client Conversations When Market's Down: Frontier Asset Management CEORobert Miller tells ThinkAdvisor how to calm clients, how to hedge inflation and his thoughts on 60/40 portfolios.
August 03, 2022
Ex-Advisor Sentenced to Almost 22 Years in Prison Over Fake-Annuity ScamThe former Allstate, LPL and Merrill Lynch broker was convicted of stealing over $9.3 million from clients.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.