"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.
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.
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?
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.
This fly-fisherman, financial advisor and former insurance company executive surveys the retirement income product landscape from his lake house in central Maine.
There is no actuarial roadmap through what could be a completely restructured health insurance marketplace. "It's terra incognita," says this consultant and author.
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.
The bill consolidates several existing federal agencies into a single Consumer Financial Protection Agency that would set rules on credit cards, mortgages and loans.
About 80% of wirehouse assets, or $3 trillion, is managed by advisor teams that manage over $200 million each, Cerulli Associates reported.
Expected returns for both domestic and international large-cap stocks were lowered to 7.5% a year for the S&P 500 and to 7.75% for MSCI EAFE.
The 30 members of the firm's management committee will receive all of their discretionary compensation in shares whose sales are restricted for five years.
Less than a quarter (24%) of 300 companies surveyed by Hewitt Associates are offering holiday bonuses this year, down from 42% in 2008.
Gary F. Baker, vice president in the retirement income business division of Massachusetts Mutual Life Insurance Co., has left the company.