Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Pandemic Spending Slowdown Eased Financial Stress: Survey
By Ginger SzalaJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 20, 2021
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 13, 2021
Trendspotter: 401(k) Participants Are Staying in Plans After RetirementFor some advisors, this trend raises questions about compensation and conflicts of interest, retirement researchers say.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
November 30, 2021
The Hard Truth About TIPSAdvisors thinking they can take TDF assets and get higher bond returns elsewhere are denying today's market reality.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.