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.)
Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.
Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.
RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
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.
Dimensional Fund Advisors calls its new target date funds "Retirement Income" funds. How does DFA justify that ambitious title? O'Reilly, DFA's co-Chief Investment Officer and head of research, explains.
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.
“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.