TIPS for the Long Run?

Whether you'd prefer the new Dimensional Target Date Retirement Income Funds over one of the "big three" TDFs might depend on whether you share Robert Merton and Zvi Bodie's belief that stocks aren't necessarily safe in the long run. (Photo: Merton explaining the Black-Scholes-Merton options pricing model in 1977.)

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

Social Security Spousal Benefits Still Unfair

The recent closure of the "file and suspend" loophole as a Social Security claiming strategy doesn't make spousal and survivor benefits under the program any less unfair, writes this Urban Institute scholar and former deputy assistant secretary of the Treasury.
News

Third quarter for S&P500 was worst in four years: fi360

The S&P 500 had a return of minus 6.44% in the quarter and is minus 5.29% year-to-date. That was better than global equity performance, as the MSCI All Country World ex-US returned minus 12.1% in the quarter and is minus 8.28% year-to-date.

Spike in cash takeovers could be bad omen: TrimTabs

“Merger activity tends to swell around market tops as confident corporate leaders turn to deal-making to boost earnings and revenue late in the economic cycle,” said David Santschi, CEO of TrimTabs, a Sausalito, CA research firm.