When managing longevity risk, it pays to listen to our elders. The late Charlie Munger, who died at age 99, was known not just for his market-beating investments but also for his wise musings. His ...

That’s a minor risk factor with that laddered portfolio; it’s not giving you any sort of longevity protection. How Can Retirees Figure Out How Much Guaranteed Income They Need?

How Do You Manage Market Risk in Investments? market risk. Rebecca Lake . Tue, Sep 6, 2022, 6:00 AM 7 min read.

The more money you earn, the more discretionary income you will have. However, even high-income individuals can struggle with managing their discretionary income if they overspend or do not budget ...

Fixed-income funds are low-risk investments that investors can use for their 401(k). ... for most people who are managing their own 401(k), fixed-income funds have only a limited utility.

To dig deeper and get a different perspective on these issues around managing risk and opportunity in the fixed-income markets, we were introduced to Isaac Braley, President, Director, and Co ...

The most universal question: “How do you manage risk in an increasingly chaotic world? I still want to make money, and invest in balanced asset allocation exchange-traded funds and GICs.

Maximizing your monthly income in retirement involves a strategic approach to withdrawing from your $1.8 million in savings while integrating your Social Security benefits.

Take the income you think you’ll need and subtract from that the income you expect. For example, if you need $65,000 a year but will only bring in $40,000, you’ll need to generate the other ...

How do you de-risk from outliving your savings? With life expectancy expected to cross 85 by end of this century, rising healthcare costs and inflation silently eroding the value of money year ...

Understanding the differing nature of the various fixed-income segments is crucial to managing risk and maximizing returns. Today’s investment environment very well may call for a tactical ...