Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Liability-driven investment strategies outperformed traditional allocations in '08
By Staff WriterPension 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...
February 03, 2009
New research: 401(k) fees take "substantial" toll on retirement savingsAs 401(k) plan participants become responsible for more of their plan costs, their fee accountability is taking a "substantial" toll on retirement savings, according to...
February 02, 2009
IRA ownership greatest among baby boomersBaby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
February 02, 2009
Mutual funds finally see positive net inflowsEquity mutual funds posted inflows of $6.5 billion as of Jan. 29, according to TrimTabs Investment Research. This is following a previous week in which...
February 01, 2009
Losing May Mean a Move to Cash"The current financial crisis has had a dramatic impact on America's millionaires, reducing their net worth substantially and threatening their ability to maintain both lifestyles...
February 01, 2009
Retirement News & ProductsRecent research by the Investment Company Institute (ICI) found that despite a 40% drop in the U.S. stock markets last year, the vast majority of...
February 01, 2009
The Retirement MissionHow do you create a mission statement? Retired Col. John Dundas runs a leadership development business called Leadership Applied (see www.leadershipapplied.com), and he teaches the...
February 01, 2009
Out of the Frying Pan, Into...?While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives like Edward Campbell,...