Look Homeward, Seeker of Liquidity

During a market crisis, a reverse mortgage home equity line of credit (ReLOC) can be a lifeline of ready cash for homeowners ages 62 and older. Don Graves of HECM Advisors Group explains.

Companies with Resistance to COVID-19

The equity crash in March was a living experiment that allowed investigators to see precisely which of a company's characteristics help or hurt its share price during a big sell-off.

Honorable Mention

Money market funds win, alternatives lose in Q1 2020: Cerulli; Average tax-deferred retirement balance down 19% in Q1 2020: Fidelity; Lincoln Financial waives retirement plan withdrawal, loan fees; Kevin Kennedy named CMO at Pacific Life Retirement Solutions.

Advisers feel confidence and caution, survey shows

While most advisers say that social-distancing hasn't hampered their ability to serve clients, 'they acknowledge a negative impact on revenues and profitability,' according to a new report from Practical Perspectives.


April 23, 2020

Portfolio Rebound: How Long Should It Take?

Using his proprietary 'aftcasting' technique instead of Monte Carlo simulations, the author shows how long it will probably take different portfolios to recover after a negative market shock.
April 16, 2020

The CARES Act Isn’t Careful Enough

If this agonizing period leads to genuine reform, our 'blood, sweat and tears' (to borrow Winston Churchill’s famous words) won't have been in vain, writes our contributor.
April 9, 2020

Stormy Weather for Life Insurers

Life insurers are buffeted by a perfect storm of falling interest rates, falling share prices and falling sales of annuities. But, according to David Paul of ALIRT Insurance Research, the companies are holding up...