
Retirees and the ‘Risk Zone’

Little-Known Risk Threatens Baby Boomers Golden Years
For Pre-Retirees, It’s Always Important to Watch for Bubbles
While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns risk for those near and in retirement.
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.

Hard Lessons About Liquidity Buckets and Cash

The Business Cycle, Geopolitics and Retirement Investing
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
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.