Bridge to Somewhere

"Liability-driven investing for individuals" is how J. Brent Burns, MBA, (left), and Stephen J. Huxley, Ph.D., describe Asset Dedication, which is the name of their bond-laddering methodology, their book and their company.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
Featured

‘Here There Be Dragons’

There is no actuarial roadmap through what could be a completely restructured health insurance marketplace. "It's terra incognita," says this consultant and author.
News

Financial Industry Wants Fed As Its Watchdog

The Federal Reserve "is the financial fire department... to which financial institutions and markets naturally turn in time of crisis," say the leaders of MetLife, Goldman Sachs and other large financial services companies.

Big Money Gravitates to Wirehouse Stars

About 80% of wirehouse assets, or $3 trillion, is managed by advisor teams that manage over $200 million each, Cerulli Associates reported.

An Announcement From Chairman Scrooge

Less than a quarter (24%) of 300 companies surveyed by Hewitt Associates are offering holiday bonuses this year, down from 42% in 2008.