RetiremEntrepreneur: Lou Harvey

Louis S. Harvey is president and CEO of Dalbar, Inc., a Boston-based research firm that performs a variety of evaluations and quality ratings of financial services practices and communications.

‘Dull’ Investments Shine in a Crisis

Three retirement experts talk about boring products that you might wish you owned right now: I-Bonds, cash value life insurance and annuities.

Turn 401(k)s into Bond Ladders

Franklin Templeton SVP Drew Carrington says his firm's Defined Maturity Funds, which work like bond ladders, could provide retirement income for 401(k) participants, and could be paired with qualified longevity annuity contracts.

An Actuary Assesses COVID-19

A mortality and longevity expert at Willis Towers Watson writes that 'the variability of the mortality impact by age makes the impact highly variable by type of insurer.'
Featured

The Long Short Run

In the world as it is, we are all Japan in the early 1990’s, looking ahead to two or more decades of lost economic growth, observes the economist at U-C Berkeley.

PacLife launches fixed annuity with GLWB and roll-up

The product, which may be unprecedented, merges the most popular annuity options with the most basic annuity chassis. It’s a little like opting for heated leather seats, turbo and a Pandora radio link in a Hyundai Accent.
News

Managed-vol funds added to JeffNat’s Monument Advisor VA

The new managed-vol funds include three from American Funds that use the Milliman risk management technique, along with the Federated Managed Tail Risk Fund II and the Goldman Sachs Variable Insurance Trust Global Markets Navigator Fund.