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Gold dips to 2-year low on US rate rise fears
Some investors move into dollar-denominated assets as currency strengthens
What Does It Mean to ‘Carry Wealth Lightly’?
Writing here previously, I noted that we are all responsible for understanding how best to guide clients and ourselves through...
Retirement Planning For A Recession
A recession is a common, if unpleasant, part of life. People who are retiring now have endured around six of...
PODCAST: Defusing the Retirement “Tax Bomb” with David McClellan
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How Do I Stop Robocalls From Scamming Me?
Robocalls can be relentless: Is your car warranty about to expire? Can we make you a great offer to buy...
A Kiplinger-ATHENE Poll: Retirees Are Worried About Money
A bear market accompanied by market volatility has led to shifting perceptions of what constitutes a secure retirement, according to...
Rethinking the American Dream: 6 Considerations for Buying a Home in This Economy
Understanding how inflation works, and looking at historical investment returns challenges the idea that paying off a mortgage is the...
Qualified vs. Non-Qualified Annuities
It’s not enough to ask whether you should buy an annuity, or even which one you should choose. Deciding where...
A Puzzle: Target Date Funds for Old People Suffer Similar Losses to Young People
The TDF industry is a Risky group. Its 2020 TDFs lost 11.2% in the year ending August 2022 while its...
Are Annuities A Good Investment?
One of the biggest worries for retirees is outliving their money. Nobody wants to be stuck in late retirement without...
Grandparent Scams Get Victims in Their Hearts
Grandparents have special bonds with their grandchildren, and scammers know it. Thieves get money from their victims by exploiting this...
Target Date Fund Pros and Cons
Everyone knows that they should be saving for retirement, but figuring out how can be tricky. That’s one reason why...
