Research & News
COUNTERPOINT: Building a Personal Pension Portfolio
Volatile markets make the need for secure retirement plans more evident. But, traditional approaches may be putting your clients at risk. Read More…
Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow
Can bond markets really support a client in retirement? Are volatile stock markets worth the risk? Charles Farrell, of Northstar Investment Advisors, and Stephen Huxley and Brent Burns, of Asset Dedication LLC, debate the merits of dividend investing in retirement. Read More…
Should RIAs buy gold now as a hedge?
The gold bugs have been having an absolute field days – for months. But just because gold is going up doesn’t mean they’re necessarily right, or wrong. Here are some thoughts served cold about the precious metal that can help an advisor to think about it constructively as a potential investment. Read More…
Executive leaves Bloomberg with ambitious plan to unify the retail bond market
Brent Burns, principal of Asset Dedication LLC, says that BondDesk has made good strides but has the potential to make the bond markets even more efficient.
“ They’ve helped the consumer to not absolutely get killed.” Consumers can buy 10 bonds for not so much higher a spread than what institutions pay for 10,000 bonds, he says. Read More…
A Strategy for a Lifetime of Income
To win the battle for income that lasts a lifetime, a growing number of financial advisers and retirees have decided to divide and conquer. Their approach: Split portfolios into separate “buckets” designed to generate income for specific segments of retirement. Read More…
What plunging equity prices say about bonds as a hedge for stocks
When we feel sick, we seek modern medicine’s most sophisticated drugs. When we feel financially ill, we want sophisticated hedging techniques. But a balanced diet solves most physical ills and a balanced portfolio does the same for long-term financial well-being. Here’s an article that reminds intelligently of exactly what that means in light of the recent days of investing trauma. Read More…