Black Swan or Black Turkey?

The Great Recession is just the latest financial ‘black turkey,’ said the CFA Institute's Laurence B. Siegel at the Morningstar/Ibbotson conference in Orlando.

The Sacrificial Payroll Tax

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.

An Income-Generating ‘Collar’

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?

Life Insurers’ Bermuda Triangle, Part II

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.
Featured

The Joy of Illiquidity

The legendary Roger Ibbotson told money managers that there’s hidden gold in low-turnover stocks.
News

Pension Funding Edged Higher in February

“We continue to see significant interest in liability driven investing (LDI) from plans looking to limit their exposure to volatility,” said Peter Austin of BNY Mellon Pension Services.

Stock Losses Won’t Hurt ‘Early Boomers’

Those who defer retirement to rebuild their savings may be far outnumbered by those forced to retire early by unemployment, according to National Bureau of Economic Research paper.

MetLife To Acquire ALICO for $15.5 Million

When the deal goes through, AIG is expected pay about $31.5 billion to the Federal Reserve Bank of New York, cutting its debt to the New York Fed to about $45 billion.