Helping Americans’ Retirement Plans Recover From COVID
Many Americans say it will take two or three years to repair pandemic damage to their retirement savings.
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How Masayoshi Son’s ‘Money Guy’ went from hero to zero
In 2020, SoftBank Group Corp.’s Masayoshi Son visited Indonesia, offering to invest billions of dollars toward the development of a new capital city.
Many young workers opting for target date retirement funds
Young people hired at the University of Pittsburgh are automatically enrolled in a retirement savings plan, but most fail to pick any investments.
Treating Cash Value As A Fixed-Income Investment Choice
Long-term investors may find that the long-term net returns on cash value accumulation within a whole life policy may be competitive with the fixed-income returns a household could otherwise obtain from traditional bond investments.
Scouring the Globe in Search of Inflation Defense
Advisors have plenty of tools to deploy when it comes to guarding client portfolios against the ravages of inflation. They ought not to sleep on emerging markets as a way of accomplishing that objective.
Financial Planning For Young Adults: Active Vs. Passive Investing
The debate between active vs. passive investing is often framed within the context of which is better. But advocating one approach over the other isn’t necessarily helpful for new investors.
The evolving case for asset-allocation ETFs
Mackenzie's VP of ETFs shares how single-ticket investment solutions have transcended their original set-it-and-forget-it appeal.