Three Ways to Generate More Retirement Income from Your Portfolio
Is investing in high dividend stocks to generate retirement income a good idea? Adviser Massi De Santis explains why this may not be your best solution.
The ABCs of Pass-Through Securities: MLPs
Master limited partnerships ended 2020 as the highest yielding asset class but are arguably the most complicated from an investing standpoint. Investment analyst Ryan Giannotto explains how they work and using them to generate income from your portfolio.
The Unpredictability of Annual Returns – and What to Do About It
Setting annual goals for your portfolio’s performance – given the utter randomness of annual gyrations of the markets – is not logical. Adviser Doug Buchan explains why and what you should do instead.
Escaping the Trap of Low Interest Rates and Equity Risk Aversion: Two Problems and Two Solutions
Investors with a long time horizon can use behavioral finance tools to maintain significant equity exposure, avoid risk aversion, and generate attractive risk-adjusted returns.
Inflation War Stories: The Fed Charts a New Strategic Framework
The U.S. economy is shifting into a “K-shaped” recovery defined by uneven pressures that will create winners and losers with broad strokes across asset classes, sectors, and investment styles.
Don't Let Zombie-filled ETFs Ruin Your Retirement Portfolio
The Fed's efforts to support market liquidity and investor confidence is keeping the window open for “zombie” industries, and many ETFs focused on value currently have high exposure (above 10%) to these companies.
Ask Bob: Is it a Good Idea to Invest in Stocks for a Short-term Goal?
Autumn Campbell, a certified financial planner with The Planning Center, discusses whether to invest in stocks for a goal with a short-term time horizon -- a down payment on a house.
Using Defined Maturity Bond ETFs for Retirement Income
Adviser Keith Whitcomb says you may need a ladder when building your retirement income portfolio.
What Percent of Your Retirement Portfolio Should be Invested in Stocks?
Should you use a time-honored rule of thumb to determine how much to invest in stocks, bonds and cash in your retirement portfolio?
Stocks that can Best Weather Volatile Times
Long-term investors are searching for stocks that can best weather volatile times might consider those companies with the largest amount of cash as well those companies that have the highest cash-to-debt percentage.
Use Bond Duration to Build a Risk Management Strategy
Adviser Massi De Santis lays out the process of using bond duration to manage risks and meet your financial goals.
Putting the National Debt in Context for Investors
Adviser Ethan Gilbert talks about whether investors should be concerned about the national debt or holding Treasury bonds.
Focus on Longevity and Diversification in Retirement Planning
A diversified portfolio of some growth companies, some dividend companies and some fixed-income is normally the most attractive for those with a long-term need for income in retirement.