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Guaranteed Returns in a Low-Yield Environment

Advisor Perspectives
Oct 12, 2020

In the current low interest and high-risk financial environment, advisors and clients are often finding themselves in tight spots when looking for ways to use investments to generate income.

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Is ESG Investing the Financial Future?

Oct 12, 2020

In the age of COVID-19, economic and market uncertainty have led many financial advisors and investors to redefine their wealth management strategies.

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The Baby Boomer Bond Dilemma

The New York Times
Oct 08, 2020

Are bonds a reliable asset vehicle? With the COVID-19 pandemic’s effect on the economy and record-low interest rates, bond yields are suffering, and Baby Boomers may not be able to depend on them like they once did, putting retirement plans in jeopardy.

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What the Different Types of Financial Advisors Really Do, and How to Choose

HerMoney
Oct 08, 2020

In the financial planning industry, there are dozens of designations, certifications, and accreditation programs to choose from.

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69% of Americans Aren't Planning for This Major Retirement Expense

The Motley Fool
Oct 06, 2020

When planning for a life in retirement, many older Americans will have to factor in the potential costs for long-term medical expenses.

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Investing in Retirement Plans Post-COVID

Oct 06, 2020

As many Americans work with financial advisors to try to bounce back from the historic disruptions of COVID-19, a surprising finding to come out of the pandemic is that in many cases those who took a hands-off approach to managing their investment portfolios were better off than those who shifted

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No Pension? No Problem. Here Are 3 Steps to Replicate a Retirement Paycheck

Barron's
Oct 03, 2020

Retirement planning has evolved over the past several decades: while generous employer pension plans used to guarantee financial security in retirement, many older Americans today don’t have access to that luxury and must make due with their own savings vehicles.

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8 Costly Investing Mistakes That Could Ruin You

Kiplinger
Oct 02, 2020

Amid 2020’s financial turmoil caused by the COVID-19 pandemic, many investors have made hasty decisions that could cost them dearly in the long run.

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The Savings Game: Can You Pass This Retirement Literacy Quiz?

Tribune Content Agency
Oct 02, 2020

The College’s 2020 Retirement Income Literacy Survey, testing Americans on their retirement planning knowledge, produced a troubling result: eight in 10 of those w

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COVID-19 and Real Yields: Portfolio Impacts and Implications

Oct 02, 2020

Since hitting the United States early this year, the COVID-19 pandemic has taken the financial planning profession and investors on a wild ride.

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