| Financial Products |
| Do
Target-Date Funds Still Have a Role? |
| Target-date
funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their
own investments, advisors say. And there are other uses for them, as well.
more… |
| Interview |
| Five
Questions for a Top Retirement Advisor |
| Robert
Haley, JD, CFP, Advanced Wealth Management - Commonwealth Financial Network, Portland, Ore.
more… |
| Portfolio Management |
| Stress-Testing
Clients' Retirement Plans |
| Stress-testing
– also known as scenario analysis – starts with a base case developed on reasonable assumptions for key variables, such as
higher inflation, lower portfolio returns, etc., to determine how the modification affects a client's retirement plan.
more… |
| Industry News |
| Today's
Greater Need for Guaranteed Retirement Income |
| Advisors take
note: Recent research shows that clients need to cover at least a portion of their cash flow requirements with guaranteed income.
more… |
|
|
|