The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...

The number of retirees in the U.S. is growing rapidly, with as many as 10,000 new retirees a day. Retirees with income from employment, pensions, or investments are generally better off than those ...

As a young man, I was a crewmember of a 747 that crashed on takeoff in Kenya. The airline's emergency planning helped me keep cool, think rationally and help save the lives of 90 of the 149 passengers ...

Getting your asset allocation right is one of the fundamental rules of building a portfolio. Being over- or underweight in a specific asset class could skew your returns or increase your risk. A 60/40 ...

Picture this: You recommend to a client a retirement portfolio consisting of 90% large-cap U.S. stocks and 10% short-term government bonds. That’s it — just those two ingredients in your client’s nest ...

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

The main objective of successful portfolio construction is to deliver the best possible solution for the client. Our clients are retail investors at all stages of life. The portfolios that they need ...

For most people, investments and food are on opposite ends of the “fun” spectrum. Many would say preparing a meal or going out to dinner (pre-COVID-19 of course) is an enjoyable experience, whereas ...