Take the ‘Gauss’ Work Out of Saving
Using "non-Gaussian" analysis, Jim Otar has created a benchmark for evaluating retirement savings vehicles--and discovered that cautious savers might want to hold fewer equities.
Morningstar’s ‘Secret Sauce’
Speaking at the 2011 Morningstar/Ibbotson Conference in Orlando, Roger Ibbotson (above) described low-liquidity as a largely unrecognized source of alpha in stocks and mutual funds.
Wedding Bells for TIPS and ALDA
Together, PIMCO's TIPS-based managed payout funds and MetLife's longevity insurance mitigate two big retirement risks: inflation risk and the risk of outliving one’s savings.
LPL Taps Five Insurers for New VA Platform
Advisors who use LPL Financial’s new Fee-Based Variable Annuity platform can manage VA subaccounts just like mutual funds. (Photo at LPL’s San Diego office.)
Featured
Stocks Due for an Upturn, says CRR
Even if GDP growth remains low, corporations can use stock repurchases to boost the growth of their stock prices to match past rates of appreciation, say researchers at the Center for Retirement Research at Boston College.
Don’t Subsidize ‘Middle-Age Retirement’
The author argues that his fellow liberals shouldn’t oppose an increase in the minimum age for claiming Social Security.
News
Americans anxious about retirement, new surveys show
More than half of workers say they have less than $25,000 in total savings and investments, excluding their homes.
30% of employers to restore matching contributions in 2011
But the survey also showed that 57% of DB plan sponsors had frozen their plans to new entrants.
Millionaires’ attitudes, a leading indicator, are pointing up
Some millionaires need only $1.75 million in investments to “feel wealthy," but 42% won’t feel wealthy until they have $7.5 million, a Fidelity survey found.
U.S. Insurance M&A Rebounds in 2010
Conning Research reports that transactions increased 36% and deal value increased 224%, reversing a five-year decline.
China outlines Social Security Fund expansion
The SSF, which was established in 2000 and receives a statutory 10% of the proceeds of all IPOs by Chinese state-owned enterprises (SOEs), is the largest pension fund investor in China.
