Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Dow Jones sees signs of market bottom
By Staff WriterEquities are bouncing back and the bear market is likely near or at a level where history would indicate it's a good time to re-invest,...
February 05, 2009
Aging boomers drive real estate trendsGiffels-Webster Engineers revealed its annual list of top five real estate and development trends. According to GWE, two industries are intrinsically linked to the aging...
February 05, 2009
Don't believe the hypeMost famously uttered by rapper Flava Flav, but apropos none-the-less. An article posted at www.wsj.com last Tuesday is causing quite a stir. Carmen Reinhart and...
February 05, 2009
Cash in stock funds?Gregg Wolper of Morningstar asks if funds should be allowed to go to cash. "Many of the funds that have held up the best during this...
February 05, 2009
Survey: majority of 401(k) investors take apathetic approach to evaluating plansMore than half (55 percent) of 401(k) investors never rebalanced or changed their investment options in 2008. About a third of 401(k) investors have no...
February 04, 2009
New Products: Adding Income Options to DC PlansFeatures like auto-enrollment encourage saving and improve the odds that retirees will avoid a funding shortage. DC plans aren't a retirement-savings panacea, however.
February 04, 2009
Industry News: Required Distributions Suspended for '09It's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
February 04, 2009
Liability-driven investment strategies outperformed traditional allocations in '08Pension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...