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Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
Investing Ideas
Investing in Diversity: Analyzing the Investment Risks and Opportunities
This piece is approved to use with clients.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective, and key indicators that investors can look out for when analyzing a company’s diverse culture.
Retirement
Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions
This piece is approved to use with clients.
Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.
Investing Ideas
Technology Fuels Long-Term Growth Prospects for Manufacturing
This piece is approved to use with clients.
Assistant Portfolio Manager David Chung discusses the ongoing recovery in the manufacturing sector and how technological innovation is helping drive longer-term growth in certain industries.
Investing Ideas
Whitepaper: The Case for Active Management within Agency MBS
Investors should consider an allocation to agency MBS because, as an asset class with little to no credit risk, it has historically delivered strong absolute and risk-adjusted returns, with low correlation to equities. MBS have demonstrated their defensive capabilities across a variety of market conditions, making it an attractive asset class in today’s environment. MBS’ favorable liquidity profile combined with its inherent complexity creates alpha opportunities, making it an attractive candidate to potentially add both alpha and diversity in sources of return to an investor’s portfolio.