At Second-and-Goal in Retirement, What’s Your Play Call?

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.

Fidelity Sees ‘Robo-Advice’ at Its Heels, and in its Future

'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.

Jack of Alternatives

"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.
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Tax Corporations Less, and Capital Gains More?

Effective tax reform will undoubtedly require some difficult compromises. In this opinion piece, retirement expert Gene Steuerle of the Urban Institute describes a potential trade-off that is bound to might make some cheer and others wince.
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Retirement savings items in proposed 2016 federal budget

Though several of these proposals have been rejected or ignored by Congress in the past and may be ignored again, President Obama included a number of items in his 2016 budget request that could, if enacted, dramatically impact the retirement industry.