By Kerry Pechter
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 off raising their allocation to bonds during retirement than raising their allocation to stocks.
By Kerry Pechter
'From eMoney they’re getting the retail and advisor aggregation tool and the client portals; that is, the user experience part, where the industry is playing catch-up with the robo-advisors,' said financial software analyst Joel Bruckenstein.
By Kerry Pechter
"I believe that alternative investments—in four broad categories—are areas where people should diversify," said former Jackson National Life executive Clifford Jack in an interview with RIJ. His book, 'Generation Alt,' was published last summer.
By Kerry Pechter
"By making the final years of life (should they occur) the insurance company’s problem, makes retirement investing feel more manageable,” write Laurence Siegel and Barton Waring in the Financial Analysts Journal.