Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
S&P 500 pension funds could see record underfunding
By Staff WriterAnalysts at Standard and Poor's are expecting S&P 500 pension funds to report broad losses in their $1.5 trillion portfolio for 2008, and to potentially...
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly
December 22, 2008
Defined contribution plans need income planning options, says new organizationA new trade group, formed in 2008, sees potential in offering income planning options in defined contribution plans.
December 21, 2008
Defined contribution plans need income planning options, says new organizationA new trade group, formed in 2008, sees potential in offering income planning options in defined contribution plans.
December 19, 2008
Despite financial crisis, high-net-worth investors aren't contacting advisorsNew research suggests high-net-worth investors are taking little action despite the financial crisis; they are simply trying to ride out storm - minus any advice...
December 18, 2008
Boomers and bond-ownership54.5 million -- Number of households that owned equities or bonds in the first quarter of 2008. 86% -- Percentage of older boomers with...
December 18, 2008
Boomers looking for financial guidanceThe past year has been hard on boomers. Research from The Hartford Financial Services Group Inc. shows keeping up with daily expenses; last year, boomers'...
December 18, 2008
Bonds, emerging markets may slow downThe pessimism that sent investors running for government bonds and cash may finally be dissipating, a Merrill Lynch survey of global fund managers found, with...