Value Investing for Retirement

“Purgatory is what I’m calling our set of forecasts,” said Ben Inker, GMO’s co-head of asset allocation, at the Morningstar Institutional Conference in Phoenix last week. “We won’t make much for seven years. But then we’ll see a steady rise to heaven.”

How to Choose an Annuity Issuer

Shopping for an annuity, like shopping for a car, involves questions about the manufacturer of the product. Do their products perform as expected? Will service quality be high? Are they likely to stay in business? We show you where to look for answers.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.

Pitching Income Annuities on Greed

Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.
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Computers as Enablers—and Disablers

"When computers and other machines take challenging tasks away from us, we turn into observers rather than actors," writes the author of the acclaimed new book, "The Glass Cage: Automation and Us."

Daniel Kahneman on Intuition, Etc.

In this continuation of our video of Daniel Kahneman at the Investment Management Consultants Association conference in New York last month, the Nobel Prize winner explains why expertise is possible only in regular environments.
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Schwab goes robo

What yesterday was called “robo-advice,” and which today some are calling the “digital advisory channel,” seems to have passed a tipping point.