Feeling TIPSy

Seeing the potential for inflation ahead, analysts now recommend inflation-protected Treasuries, or TIPS, more strongly than ever. But 401(k) participants buy few TIPs, and not every plan offers them.

‘SIMON’ Makes Indexed Annuities Simpler

Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
Featured

Separation Anxiety

Steve Sass and his co-researchers at Boston College were surprised to find no employers making plans to accommodate workers who can't afford to retire and want to remain on the job past the customary retirement age.

Investing Enlightenment At A Glance

This up-to-date "Periodic Table of Returns" shows that in financial markets, what goes up always comes down, and vice-versa.
News

Richards To Leave SEC Compliance Post

Lori A. Richards will depart as director of the SEC's Office of Compliance Inspections and Examinations. Associate Director-Chief Counsel John Walsh will serve as Acting Director.