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Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay of the stagflation of the 1970s....

The Biggest Retirement Fear: Outliving My Money

From the youngest to the oldest American workers - GenZ to Baby Boomers - their greatest fear about retirement is...

Americans Seek Advice Amid Social Security’s Financial Stress

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved...

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow...

Tough Tariff Talk Spooks Investors, Boosts Demand for Bonds

Investors last week saw a mixed bag, economically. Initial jobless claims, consumer confidence, the ISM manufacturing index and personal income...

Solving for the Major Risks in Retirement

Bond yields have fallen steadily, more or less, for the past 30-plus years—from nearly 16% in the early 1980s to...

Liquidity Risk: Accessing Retirement Income

Liquidity risk can be a major threat to financial security and peace of mind during retirement—which is why it should...

How to Fight Longevity Risk—Stretch Your Savings

Increasingly, retirees need to factor in longevity risk to their retirement planning. Simply put, longevity risk is the risk that...

Interest Rates Rise: What’s next?

The Federal Reserve Board in December voted to raise the federal funds rate, a key short-term interest rate that impacts...

Rising Costs: Bigger Threat to Retirement Than You Think

Inflation is well understood by most economists and investment professionals, but it’s usually not very clear to individual investors. That...

An Alternative to Annuities in a Fiduciary World

REAL SPEND: An Alternative to Annuities in a Fiduciary-Focused WorldThe Department of Labor’s fiduciary rule has given pause to some...
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