A Volatility Buffer: Discussing Fixed-Indexed Annuities With Retired Clients
By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...
Navigating the Retirement Red Zone: Innovative Portfolio Strategies for Long-Term Success
Financial expert explore how increasing stock exposure over time could lead to more sustainable retirement income.
Pensions&Investments1d
Equities make up significant portion of largest DC plan assets
Equities ranged from 25% to 100% (New York City Teachers’ Retirement System) of the largest public DC plan assets. Target-date funds also made up a significant portion of most of the plans.
Pensions&Investments1d
EQT starts infrastructure fund for wealthy individual investors
EQT Nexus Infrastructure, the firm’s latest semi-liquid fund, will give both individual and institutional investors access to ...
CII: Attractive Valuation With Solid Dividend Coverage
CII's option writing strategy limits capital appreciation but provides consistent income. Check out why I rate the fund a buy ...
U.S. Equity Quality Dividend And Adaptive Risk Management With KVLE
Nathan Eigerman: The Value Line® Index* represents a higher dividend yield core U.S. equity portfolio. Some investors are ...