Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Modern Portfolio Theory Is Not for Retirement Income Planning: New Paper
By John ManganaroMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 04, 2023
12 Worst States for Preliminary Q4 2022 Working-Age DeathsThe nation as a whole looks better, but some states still look bad.
January 03, 2023
Are Money Markets and CDs a Good Investment Now? Advisors' AdviceElevated interest rates have more clients asking about these investment and savings vehicles, advisors told us.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
December 28, 2022
A Bond Market Debate: Short or Long in Early 2023?Hedge fund manager David Tepper calls for staying short, but is that the right move for retirement investors?
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.