Income Strategies
Stocks are like a passing offense and bonds, arguably, are more like a running game. In a new article, Morningstar’s David Blanchett writes that most retirees would be better...
Pfau creates retirement ‘Dashboard’ and two indices
For advisors who love the convenience of dashboards and indices, Wade Pfau, Ph.D., who teaches retirement income planning at The American College, has created a trio.
The Ultimate Income Strategy
"By making the final years of life (should they occur) the insurance company’s problem, makes retirement investing feel more...
Short on Shares, Women Share Homes
Single, divorced and widowed older women are reducing their expenses by sharing a home or apartment with similarly situated women. A new website helps them find each other. ...
Managed-Vol: Bromide for Queasy Retirees
Managed-volatility funds can adequately address the income volatility worries of many high net worth retirees, say Milliman and Jefferson National, both of whom are pitching such funds. ...


