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It Doesn’t Have To Be Doom & Gloom
Article By:
Roger Nusbaum
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Thursday, March 23, 2017 9:06 AM EDT
Social Security is not intended to cover all expenses but it can go pretty far for people who live below their means. If not now, then maybe they can meaningfully scale down their spending in the future.
We See Abundant Fixed Income Opportunities - Here Are 2 Reasons Why
Article By:
Lorimer Wilson
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Saturday, March 11, 2017 12:23 PM EDT
We see abundant opportunities for active bond investors. The crosscurrents different market participants create open up meaningful opportunities for harvesting alpha from the market, in our view. Here are 2 reasons we see such opportunities.
U.S. Treasuries: Who’s Buying, Who’s Selling?
Article By:
WisdomTree
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Wednesday, March 8, 2017 8:49 AM EDT
Treasuries still maintain a relative yield advantage, as witnessed by the fact that the spread between the UST 10-Year Note and the comparable-maturity German bund is at its widest since 1989.
Minimize Your Risk; Become A More Productive Investor
Article By:
Steve Selengut
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Wednesday, March 8, 2017 6:00 AM EDT
Risk is compounded by ignorance, multiplied by gimmickry, exacerbated by emotion. It is halved with education, ameliorated with cost-based asset allocation, and managed with disciplined quality, diversification, income, and profit taking protocols.
Can A Retirement Plan Have Too Much Risk Management?
Article By:
Susan Mangiero
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Tuesday, March 7, 2017 12:38 PM EDT
Retirement plan fiduciaries and their advisors are well served by identifying primary goals, major obstacles and both short-term and long-term nightmares that would generate serious pain for participants.
March Madness Or Retirement Sadness?
Article By:
Wade Slome
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Saturday, March 4, 2017 4:43 PM EDT
Politics have no long-term impact on your finances and retirement. Legislative policies can create winners and losers of companies and industries, but history on your side if you consider the positive track record of stocks over the last 200 years.
The "Fiduciary Rule" Is Under Review — How Will This Affect Your Investments?
Article By:
Lorimer Wilson
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Friday, March 3, 2017 2:24 PM EDT
If you have money invested in either an IRA or a 401k chances are high you'll be impacted by an executive order issued recently by President Trump. It centers on the "fiduciary rule." Here's what all the fuss is about and how it could affect you.
Equity Indexed Annuities Pros And Cons For A Safe Retirement
Article By:
Simply Safe Dividends
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Thursday, March 2, 2017 12:06 PM EDT
We review some of the key features of index annuities, as well as the pros and cons of these products.
A Solid Retirement Financial Plan Cast In Jell-O
Article By:
Dennis Miller
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Thursday, March 2, 2017 5:06 AM EDT
A solid retirement financial plan cast in Jell-O is not an oxymoron. Don’t even think about the old “set it and forget it” mindset from the past. A solid financial plan suspended in Jell-O, that can quickly be modified, is a good thing.
Keep An Eye On Your Pension Investments: Snake Oil And Crime Abound
Article By:
Elliott Morss
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Tuesday, February 28, 2017 8:17 PM EDT
Nearly all pension funds have investment committees who hire consulting firms who in turn hire investment managers. But is there evidence that investment managers pay the consultants for selecting them? Yes.
Don’t Make The Same Mistake As Norway
Article By:
Roger Nusbaum
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Thursday, February 23, 2017 12:10 PM EDT
While most people need the growth that goes with a normal allocation to equities, what Norway is considering seems like a 60-year-old, wanting to retire at 65, increasing their allocation from 60% to 75% in hopes of catching up.
Credit Vs. Rates: What Has Been Driving Performance?
Article By:
WisdomTree
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Thursday, February 23, 2017 8:00 AM EDT
For investors seeking to maintain core exposure but boost income, the enhanced yield approach to the Agg could help meet many of these demands.
Target Date Funds: A Simple Investment Tool For Retirement Planning
Article By:
Zacks Investment Research
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Thursday, February 23, 2017 6:37 AM EDT
It can be a struggle to find the proper financial instruments in preparing for retirement. To clear the noise, target date funds are appropriate investment tools to utilize when looking to grow assets in preparation for retirement.
Global Fixed Income: What Is "Emerging"?
Article By:
WisdomTree
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Wednesday, February 22, 2017 7:55 AM EDT
So, how is 2017 shaping up so far? Six weeks into the new year and EM local debt has thus far produced a positive return of +3.6%, with spreads at +472 bps.
Make The Most Of Your 401K In 2017 - Here's How
Article By:
Lorimer Wilson
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Monday, February 20, 2017 10:11 AM EDT
There aren't many 401K rule changes to keep up with this year, but that doesn't mean you can't bring about some of your own positive changes to your retirement savings. Let's take a look at what you need to know to make the most of your 401K in 2017.