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Financial Advisor
April 2008
Tracey Longo |
Retired Millionaire, Revisited Take a look at how one retiree with a $1 million-plus retirement portfolio lives the good retirement life, thanks to the help of his advisors.   |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
Registered Rep.
June 21, 2011
Alan Lavine |
A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
Investment Advisor
April 2006
Melanie Waddell |
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
The Motley Fool
March 16, 2011
Dan Caplinger |
Why Bonds Aren't Enough to Retire On Most investors can't afford the luxury of an all-bond portfolio. |
Investment Advisor
May 2010
Huxley & Burns |
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. |
The Motley Fool
June 30, 2011
Chuck Saletta |
Can You Oversave for Retirement? It's possible -- or it could open up possibilities elsewhere. |
Financial Planning
November 1, 2009
Allan S. Roth |
Tips on TIPS A look at Treasury Inflation-Protected Securities (TIPS) as measured by the Urban Consumer Price Index (CPI-U). |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Financial Planning
July 1, 2007
Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
Registered Rep.
December 1, 2006
Kevin McKinley |
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Advisor
November 2012
Ben Mattlin |
The 4% Solution Is it still a feasible retirement withdrawal strategy? |
Financial Advisor
May 2008
Tracey Longo |
Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke. |
The Motley Fool
March 8, 2007
Robert Brokamp |
Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index... |
BusinessWeek
February 4, 2010
Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
The Motley Fool
February 4, 2004
Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
The Motley Fool
February 24, 2011
Amanda B. Kish |
How to Invest in the Bond Bubble How do you invest in an inflated but necessary sector edging toward bubble territory? |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor
December 2007
Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Financial Advisor
July 2006
Bruce W. Fraser |
Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets. |
Investment Advisor
May 2007 |
Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
The Motley Fool
April 19, 2008
Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. |
Financial Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
Financial Advisor
March 2006
Marla Brill |
Mortgage Bonds Offer Mixed Bag A cooling housing market, rising interest rates and regulatory scrutiny have bond fund managers and fixed-income strategists keeping a watchful eye on the direction of the $5.8 trillion mortgage-backed securities market. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
Financial Advisor
April 2007
Eric Rasmussen |
Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement. |
The Motley Fool
October 22, 2010
Amanda B. Kish |
Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass. |
The Motley Fool
March 19, 2010
Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
Investment Advisor
April 1, 2011
Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting |
Financial Advisor
January 2009
Ray Fazzi |
Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time. |
Financial Planning
April 1, 2005
Neil A. O'Hara |
2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry. |
The Motley Fool
April 24, 2007
John Rosevear |
Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio? |
The Motley Fool
October 29, 2004
Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. |
Financial Advisor
September 2005
Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
Entrepreneur
June 2006
Scott Bernard Nelson |
The Long of It The 30-year bond has made a comeback, but individual investors might be better off picking bonds their own size. |
Financial Advisor
July 2011
Eric L. Reiner |
Pension Cash-Outs Are Coming The trend spells opportunity for advisors. |
The Motley Fool
October 10, 2006
Dan Caplinger |
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
The Motley Fool
January 25, 2005
Dayana Yochim |
Defy the Effects of Gravity Don't let your retirement portfolio get old and droopy. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
