Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Warren Buffett Buys the Dip
By Max ReyesBerkshire Hathaway was a net buyer of equities in the quarter, reporting $3.8 billion in purchases.
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.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 02, 2022
The Variation in Some Annuity Payouts Has ExplodedThere's lots of evidence that shows a big benefit to "shopping around" for immediate annuities, especially when interest rates are rising.
August 01, 2022
Millennials Are In for a Big Social Security Planning SurpriseThey will likely face a cut in benefits, but closing the gap is more achievable than they might think.