Featured Archives - Page 12 of 43 - Retirement Income Journal

DOL “delouses” socially responsible investments

By Kerry Pechter Fri, Oct 23, 2015

Economically-targeted investments, including socially-responsible mutual funds and "green bonds," can be offered in ERISA-regulated retirement plans if they offer competitive return expectations and no unusual risk, Labor Secretary Tom...

Published October 23, 2015

RetirePreneur: Cindy Hounsell

By Jenna Gottlieb

Cindy Hounsell is the founder and president of the nonprofit organization, Women’s Institute for a Secure Retirement.

Published October 23, 2015

The Link between Inequality and ‘Retirement Readiness’

By Kerry Pechter Thu, Oct 15, 2015

“In North America – alone among regions – the population share of the middle class exceeds their share of wealth: in other words, the middle class as a group...

Published October 15, 2015

Stock Market Volatility and Investors’ Trust

By Larry Cohen Wed, Oct 14, 2015

Households mistrust discount brokers the most, followed by full-service brokers and banks, writes our guest columnist, a director at Consumer Financial Decisions - Strategic Business Insights. Financial-planning and mutual...

Published October 15, 2015

The Bezzle Years

By John Kay Thu, Oct 8, 2015

John Kay, a visiting professor of economics at the London School of Economics, describes the happy feeling that precedes our realization that we've bought a pig in a poke.

Published October 8, 2015

RetirePreneur: Paul Feldman

By Jenna Gottlieb

Paul Feldman is the publisher of InsuranceNewsNet magazine and InsuranceNewsNet.com

Published October 8, 2015

The Chinese Economy and Fed Policy

By Martin Feldstein Thu, Oct 1, 2015

"Unless there are surprising changes in the US economy, we can expect the Fed to start raising interest rates later this year, as Janet Yellen has proposed, and to...

Published October 1, 2015

Questions for the DOL’s Tim Hauser

By Kerry Pechter

The DOL may believe that, by establishing a blanket “Best Interest” principle, it won’t have to pick winners and losers. But it can’t avoid picking winners and losers. A...

Published October 1, 2015

A Conservative Retirement Portfolio in 3 Buckets

By Christine Benz Thu, Sep 24, 2015

The Director of Personal Finance and senior columnist at Morningstar offers a three-bucket strategy for retirees who want to draw income from a diversified portfolio over a 15-year time...

Published September 24, 2015

The DOL’s Missed Opportunity

By Kerry Pechter

By proposing a solution that could disrupt the distribution of financial products and deny broker-dealers a major source of revenue, the DOL guaranteed resistance. Instead, it might have required...

Published September 24, 2015

RetirePreneur: Sheryl Garrett

By Jenna Gottlieb Thu, Sep 17, 2015

Sheryl Garrett is the founder of Garrett Planning Network, a web-based professional network of about 300 independent financial planners who make financial advice accessible on an hourly, fee-only basis...

Published September 17, 2015

The Future and How to Survive It

By McKinsey Global Institute Tue, Sep 15, 2015

McKinsey Global Institute's analysis of thousands of companies around the world shows that top performers invest in intellectual assets, play in fast-growing markets, and have the most efficient operations.

Published September 17, 2015

Maximum Withdrawal Rate: A Historical Perspective

By Craig L. Israelsen, Ph.D. Fri, Sep 11, 2015

We obsess about safe withdrawal rates. But the developer of the "7Twelve Portfolio" shows that anyone retiring from 1970 to 1990 would have vastly underspent by using the '4%...

Published September 11, 2015

Managed-Payout Funds vs. Annuities: Who Wins?

By Joseph A. Tomlinson, CFP Thu, Sep 10, 2015

Managed payout funds may fail if the client lives too long. Life annuities overcome that problem, but lack sufficient flexibility. 'The best results can be obtained by combining SPIAs...

Published September 11, 2015

Of Fly-Fishing and Financial Advice

By Kerry Pechter Thu, Sep 3, 2015

I and most other people would hope that our investment advisors or financial planners would render us the same quality of service, at least in spirit, that I received...

Published September 3, 2015

RetirePreneur: Edward Dressel

By Jenna Gottlieb Wed, Sep 2, 2015

Edward Dressel is the president of Trust Builders, Inc., which offers retirement planning software to advisors and corporations.

Published September 3, 2015

RIJ Takes a Vacation

By Kerry Pechter Thu, Aug 13, 2015

Retirement Income Journal will next appear on September 3, 2015. We will not publish on August 20 or August 27. During that time the management and staff will be...

Published August 13, 2015

Summer issue of Journal of Retirement is released

By Editorial Staff

The current issue includes articles by David Blanchett, Moshe Milevsky, Olivia Mitchell and Mark Warshawsky, among others.

Published August 13, 2015

Conflict of Interests

By Kerry Pechter Thu, Aug 6, 2015

On Monday, the hearings on the Department of Labor's fiduciary proposal will begin in Washington. Will they deal with the fundamental issues, or with legal technicalities? (Link to the...

Published August 6, 2015

RetirePreneur: Bo Lu

By Jenna Gottlieb Wed, Aug 5, 2015

Bo Lu is co-founder and CEO of FutureAdvisor, a San Francisco-based digital advisory firm that helps mass-affluent Americans manage their savings.

Published August 6, 2015

1 … 10 11 12 13 14 … 43

Data Connection