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You Hate Risk. You Need Growth. What Do You Do?

The New York Times
Mar 13, 2020

In the wake of the stock market’s plunge in the ongoing coronavirus crisis, many advisors and investors have been in full retreat from stocks and bonds and the “risk” they represent to clients nearing retirement age.

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Savers are Getting Destroyed by Super-Low Interest Rates

CNN Business
Mar 13, 2020

With interest rates at record lows, relying on savings to fund retirement living is looking less and less like a sound option.

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Advisors Help Panicky Clients On The Edge

AdvisorNews
Mar 12, 2020

Over the past few weeks we have seen roller coaster market volatility that has investors on edge. As tough as it is to keep reminding clients about focusing on the long view, advisors are sticking with the message and game plan.  

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Coronavirus Leads Clients to Contact Retirement Advisors, but Most Stay the Course

401KSpecialst
Mar 11, 2020

The spread of the coronavirus isn’t just a public health problem--it’s proving to be an ongoing economic menace as well. With global markets in free fall, many at or nearing retirement age are worried their assets won’t survive the downturn.

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How Much Can Retirees Spend on March 11, 2020? It May Not Be What You Think

Forbes
Mar 11, 2020

With market instability continuing and interest rates being slashed across the board, does this represent a change in the game for spending by those at or near retirement?

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Retiring Into a Shaky Market? Think Long Term Anyway

The New York Times
Mar 11, 2020

Conventional wisdom dictates that most people entering retirement should minimize risk in their investment portfolios and dump stocks for more stable assets. However, with recent market turmoil in the headlines and retirees worried, alternative strategies may be needed.

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Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 2

Mar 10, 2020

Once again, March has arrived, and for most people that means they’ve arrived squarely in the middle of tax season.

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Amid Market Chaos, Strategies for your Retirement Savings

The Wall Street Journal
Mar 07, 2020

As the ongoing coronavirus crisis takes the stock market for a wild ride, people saving toward or already in retirement are getting nervous about how secure their planned income will last. 

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Retirement Investors Staying the Course Despite Coronavirus Worries: Survey

ThinkAdvisor
Mar 06, 2020

With the coronavirus spreading around the world and wreaking havoc with global financial markets, one community that’s feeling the biggest impact is those saving up for retirement.

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Survey Says a Dose of Planning Soothes Market Nerves

Forbes
Mar 05, 2020

Recent events in financial planning, including the coronavirus outbreak and market downturn, have brought renewed focus to how advisors work with their clients to save for retirement--and the overwhelming response has been by staying put.

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