25 October 2020
What is an Index Annuity?
Unlike most variable annuities, an indexed annuity sets limits on your potential gains and losses.
Retail-Investing Frenzy Signals Warning for Stock Market: Gundlach
The rise of the retail investor has come amid an unforgiving news cycle that has kept stock-market volatility elevated.
Long-Term Care...What You See Isn't All There Is
I write a lot about the state of retirement in America and how certain saving behaviors can help set you up for success. But until recently we hadn’t fully addressed the elephant in the room: the costs of health care and long-term care in retirement.
Private Equity Funds: So Hot Right Now
The market for unwanted stakes in private-equity funds used to be where investors who...
Global Investments In Wind and Solar Energy Rising
Global spending on renewable energy is outpacing investment in electricity from coal,...
Sequence Risk At Retirement Can Derail Savers
Talking through the 2018 Guide to Retirement with a small group of financial services...
Hedge Fund Managers Shift Billions Over Carried Interest Concern
Late last year, some hedge fund managers raced to protect their personal fortunes from...
Buying And Holding The Market Has Many Pitfalls
Perhaps the best-known piece of financial advice is that retail investors should buy and...
5 Takeaways from the Dow Index Shake-up
The Dow Jones industrial average, which tracks 30 large, publicly traded companies, is...
Individual-Investor Boom Reshapes U.S. Stock Market
Trading by individuals accounts for a greater chunk of market activity than at any time...
The Shakeout in the ETF Industry Is Accelerating
Asset managers have closed more exchange-traded products than they have launched this...
The Deadline for Retirees to Return Unwanted RMDs Is Almost Here
Returning an unwanted RMD to your account can save you on income taxes for the year.
Millennials Missed a Decade of Financial Boom after 2008. It May Happen Again
The millennial financial crisis is a combination of not having better options and not...
US Agencies Examining Investments Sold by YieldStreet Inc.
Two U.S. Agencies Examining Investments Sold by Crowdfunding Site YieldStreet.
U.S. Stock Funds Shed $4.6 Billion in the Week
The final days of the best quarter for the benchmark S&P 500 since 1998 were not enough...
Tweets by @RetireBetter
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
Netflix (NFLX) reported quarterly user growth that exceeded Wall Street expectations. The...
Aging is different today than it was a decade ago and financial advisors need to have a...
A worker’s commitment to saving for retirement tends to snowball and build on itself,...
ESG Investing: Not Just for ‘Tree Huggers’ Anymore
ESG investing, also called sustainable investing, is clearly appropriate for women, who...
Fund Industry Disruption is Here Again
The fund industry has a long history of disruption and much have it has worked in favor of...
Plunging Dividends are Hitting Investors Even as Stocks Rise
Dividends plummeted between April and June as coronavirus pandemic forced companies to...
Copyright © 2020 FamilyWealth