Asset Manager Urges San Bernardino Bondholders: Don’t Panic
Bond manager Steve Huxley says failed city’s bonds are insured; investors should pay heed to bonds’ underlying ratings. Read More…
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…
Boomer Retirement Income Smackdown: Bond Ladders vs. Annuities
As the first wave of Baby Boomers turns 65 this year, retirement income is a growing issue for advisors and their clients. The question often comes down to this: What’s the better income producer, a bond ladder or an annuity, and how much will it cost? Read More…