Safe spending rates range from 2% to 10%, writes researcher Luke Delorme in the Journal of Financial Planning. It all depends on when people retire, how much guaranteed income they have, whether they want to leave a legacy, etc. One size never fits all.
Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.
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.
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?
Sheryl Garrett is the founder of Garrett Planning Network, a web-based professional network of about 300 independent financial planners who make financial advice accessible on an hourly, fee-only basis to anyone, with no minimum wealth requirement.
McKinsey Global Institute's analysis of thousands of companies around the world shows that top performers invest in intellectual assets, play in fast-growing markets, and have the most efficient operations.
"Cerulli projects eRIAs will need to grow approximately 50%-60% per year for the next six years and gather approximately $35 billion in AUM to remain a standalone direct channel for consumer business," said Cerulli analyst Frederick Pickering.