Red Bulls and Blue Bears

After the 2016 election, Republicans shifted toward equities and Democrats shifted toward bonds. MIT researchers found that out of step with the classic image of the ‘rational investor’ and called their findings ‘worrisome.’
For Advisors

Do Spectacular Earnings Justify Spectacular Stock Prices?

'A bear market could come without warning or apparent reason, or with the next recession, which would negatively affect corporate earnings. That outcome is hardly assured, but it would fit with a historical pattern of overreaction to earnings changes,' writes the Nobel Prize-winning economist.
Anecdotal Evidence

Guess What: America Is Rich

Warning: Ingestion of the contents of this column may cause symptoms of apoplexy and dyspepsia among disciples of classical macroeconomics, neo-liberalism, or 'deficit hawks' in the US Congress.

Master trusts face tighter regulation in the UK

Britain's experience with 'master trusts' could help inform US policymakers who are on the brink of allowing plan providers to set up similar types of plans in this country.

New robo-advice platform launches in Britain

Wealthsimple, which offers clients free access to human advice, is backed by Power Financial Corporation, the parent of Great-West Financial, Empower Retirement and Putnam Investments.


September 27, 2018

On the Case: Plan for A Couple with $750K

RIJ asked advisor/actuary Jerry Golden, founder of Golden Retirement,, and the Income Power method, to develop a retirement income plan for the 'M.T. Knestors,' a couple with about $750,000 in investable assets.
September 21, 2018

How to Make Your Widow Merrier

The generosity of the Social Security spousal benefit is something every primary earner should understand. Yet many spouses--and even some professionals--aren't sure exactly how it works.
September 13, 2018

Research Roundup

Recent research suggests that factor investing may beat passive; air pollution promotes dementia; investors buy active funds because they believe hard work pays off; Fed 'surprises' cause wider ripples than previously thought; a Nobel...