Blog
Retirement yield may return to norm in 10 years: TIAA CEO
Retirement plan yields won't return to the long-term norm of roughly 5 to 7 percent until the next decade or two, TIAA President and CEO Roger Ferguson said Tuesday. Read Full Article Here... Written By: Tom DiChristopher www.cnbc.com
The Difficult, Delicate Untangling of Our Parents’ Financial Lives
When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all out. Read Full Article Here... Written By: William Power www.wsj.com
Stress Testing To Ensure You Really Have A “Diversified” Portfolio?
While it’s commonplace for investors to hold multiple investments in a portfolio – often comprised of mutual funds or ETFs that in turn hold dozens or even hundreds of underlying positions – the reality is that even multi-asset-class portfolios aren’t always really...
We’re in a Bunny Market
Since the end of 2014 there has been plenty of movement in the stock market but the S&P 500 hasn’t really gone anywhere. These periods can be very frustrating for investors because most people tend to think in terms of being bullish or bearish. They’re constantly...
The Everything-in-One Promise of a Continuing Care Community
Is it possible to have it all in retirement? That’s what so-called continuing care retirement communities promise. These hybrids offer independent living apartments (and sometimes free-standing cottages) along with assisted-living support, home care, a nursing home...
How retirees can plan for the unexpected
Many people anticipate their future living expenses as they approach retirement, aiming to pad their nest eggs so they’ll be able to live comfortably on a fixed income. It’s the unexpected expenses that can trip them up. Top among those expenses that can put a wrench...
Spending in Retirement is a Balancing Act
How to spend down your money may be the missing link in your retirement plan. Nearly two-thirds of savers approaching retirement don't have a strategy for which assets to tap first, according to a report from Ameriprise, which surveyed 1,300 baby boomers age 55 to 75....
Why Bear Markets Are So Painful
Please read Why Bear Markets Are So Painful (click here)...