In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.
Read More
A recent study shows that investors may be receiving variations in investment advice depending upon the advisor who is giving it.
Read More
Academic literature on managing investments for retirement income can be too complex or removed from the real-world circumstances and needs of everyday retirees.
Read More
To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.
Read More
If retirees’ assets continue to remain stable, or even increase, why is it then that retirees don’t increase their spending and enjoy a higher standard of living? Read this post to find out more.
Read More
