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The Remarkable Accuracy of CAPE as a Predictor of Returns

Advisor Perspectives
Jul 20, 2020

In recent years, the well-known measure of stock valuation called CAPE (Cyclically-Adjusted Price to Earnings ratio) has come under fire for its failure to account for massive market swings, including the current COVID-19 financial crisis.

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Annuities Have Long Gotten a Bad Rap. Retirement Experts Now Say Savers Should Consider Basic Options for Guaranteed Income

Barron's
Jul 18, 2020

In the financial planning profession, annuities have been a controversial subject for a long time, but with the market instability brought on by COVID-19, some experts say they’re worth another look.

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Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story

Forbes
Jul 17, 2020

In retirement planning, a one-size-fits-all solution isn’t good enough.

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A Look at Small Business Planning During COVID-19

Jul 16, 2020

In this time of unprecedented market and societal uncertainty, small business owners across the nation are experiencing stressed balance sheets and hearing bleak financial projections.

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Finke: How to Design a Better Retirement Plan

ThinkAdvisor
Jul 15, 2020

Retirement planning isn’t about using a fixed formula to tell clients how much they’ll need to save or how to invest—it’s about understanding each individual client’s wants and needs and tailoring an investment portfolio that will match their budget.

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Tips on Small Business Planning in Times of Partisanship and Pandemic

Jul 14, 2020

With a financial and regulatory landscape that’s constantly in flux, it can be extremely difficult for advisors and clients to get in sync with each other in these difficult times and get a sense of what needs to be done to protect their assets and well-being.

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How to Apply for Social Security

Bankrate
Jul 13, 2020

With the aging Baby Boomer generation eyeing retirement and many more Americans trying to set themselves on the path to a secure future during the COVID-19 pandemic, people across the country are in search of the best ways to apply for Social Security—one of the mainstays of retirement planning.

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Reverse Mortgages May Be Helpful in Retirement...If You Mind the Pitfalls

CNBC
Jul 13, 2020

With so many Americans thinking about how to ensure their comfortable retirement, some are considering reverse mortgages on their homes as an option to provide additional income, but it’s important to ask the right questions to make sure it’s the best option. 

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COVID’s Impact on Retirement with Wade Pfau

Money Savage Podcast
Jul 13, 2020

The COVID-19 pandemic has changed the way financial professionals need to approach retirement planning. Conventional wisdom about the role taxes play and the percentage of income clients need to set aside are evolving in the face of new economic realities.

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5 College Planning Tips for the Upcoming School Year

ThinkAdvisor
Jul 11, 2020

As the COVID-19 pandemic continues to shape people’s decisions on their public and private lives, many students are facing an uncertain return to college campuses in the fall.

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