Posts Tagged ‘Retirement’

Why Sequence of Returns Risk Matters Now

The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be daily volatility with no end in sight. That initial shock affected a lot of people. In fact, the Spectrem Group reported that the number of U.S.…

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Demographic Drivers of Growth

Economists have been cautioning for quite a while that the wind-down of the senior population and the retirement of baby boomers does not bode well for the U.S. economy — or anywhere else in the world, for that matter. The reality is that an aging population coupled with declining birth rates doesn’t add much in…

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Investing for Income

Investing for income is generally the modus operandi of a retirement portfolio. That’s because the so-called “accumulation phase” ends and the “distribution phase” begins. In other words, retirees stop focusing on getting rich and become more concerned with paying their bills and living a comfortable lifestyle. Income investing is different from growth investing but should…

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Diversification Key to Disciplined Investing

Remember the story of Chicken Little? (Or Chicken Licken or Henny Penny, depending on where you live.) An acorn drops on his head, leading Chicken Little to believe the sky is falling. He proceeds to whip everyone around him into a frenzy, and they march off to tell the king about the falling sky. The…

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Think Return on Retirement, Not Return on Investment

Your clients have worked their whole lives focusing on saving and planning for retirement. Now what? David Bach, 9 time New York Times Best Selling Author and co-founder of AE Wealth Management, speaks with Reuters’ Fred Katayama as they discuss what a client’s focus should shift to when they reach retirement. Click to Watch! This…

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