Interest Rate Risk Comes to the Fore
It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective pensions.
Tag: sequence of returns
Hard Lessons About Liquidity Buckets and Cash
The middle of a severe bout of market volatility is not the right time to build a bucket strategy or an annuity income stream, but times like these clearly demonstrate why such strategies are important for late-career workers and new retirees.
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think about, including “Brexit,” an aging workforce and a new normal for interest rates.
As Bull Market Ages, Coaching Investors on Volatility Remains a Must
Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious issue.
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.
AssetMark Launches ‘Simple, Automatic’ Income Replacement Solution
The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.