Adding closed-end funds to your investment portfolio may be a way to help boost your retirement income, industry pros say.
More ways to create lifelong income, more advance planning and more financial education may help improve your retirement future, industry pros say.
Brad McMillan, Commonwealth’s CIO, recaps a solid month for the economy and financial markets. International markets were mixed in August, but U.S. markets were up across the board, despite rising tensions with North Korea and the effects of Hurricane Harvey. Plus, retail sales came back, employment grew, and consumers seemed willing and able to spend. Should we expect growth to accelerate going forward, and what’s the potential effect of the debt ceiling? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Working with a trusted advisor may help you create a sustainable income plan for a successful retirement experience, industry pros say.
Going from nest-egg saving to nest-egg spending may present a difficult challenge for many entering retirement, according to industry professionals.
Portfolio Manager David Nadel makes the case for international small-caps.
The financial media wants to encourage fear, anxiety, panic, and most of all, trading. Long term investors don't pay attention to short term advice. Subscribe to "Dan Solin's Investing Secrets" YouTube channel and get a free copy of Dan's book "The Smartest Sales Book You'll Ever Read."https://goo.gl/x3swRG
When planning for retirement it’s important to keep in mind that your longevity may exceed your statistical life expectancy, say industry pros.
When planning for retirement income, it helps to understand the various risks you may encounter, says Christine Russell, TD Ameritrade.
"Buy stocks from companies you like." Seems like good advice, but it isn't. Don't invest in companies you admire. Consider value stocks. They have higher expected returns! Subscribe to "Dan Solin's Investing Secrets" and get Dan's book "The Smartest Sales Book You'll Ever Read" free. https://goo.gl/x3swRG
Building an “income floor” may be a good first step when planning how to achieve sustainable retirement income, says Daniel Keady of TIAA.
Brad McMillan, Commonwealth’s CIO, recaps another great month for the markets and economy. In July, U.S. and developed markets were up, due to the simple fact that companies are making more money. Earnings came in much better than expected, U.S. job growth was strong, and wage growth picked up. Plus, both consumer and business confidence are on the rise. Clearly, there is positive momentum going forward. But with slow spending growth and a pullback in business investment, are there clouds on the horizon? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Portfolio Manager Chuck Royce discusses the first half of 2017 with Co-CIO Francis Gannon, and what he expects to happen next.
Many facing retirement appear surprised by the challenges that await them, including the need to plan for regular income, industry professionals say.
Financial professionals provide a retirement update as they share perspectives on emerging trends and conditions affecting older individuals and their advisors.
Research director Mike Taggart of Nuveen shares his view of closed-end fund discounts and their appeal to bargain-seeking investors.
Larry Antonatos of Brookfield describes the potential benefits of investing in so-called real assets including real estate, infrastructure and natural resources.
Brad McMillan, Commonwealth’s CIO, discusses the markets and economy in June. It was a good month, with consumer confidence and business confidence remaining strong. The Federal Reserve raised rates and seems likely to keep doing so. Plus, growth is accelerating around the world, from Europe to China. But here’s the problem: Both consumer spending and business investment are not growing as much as expected. So, are we going into a typical summer slowdown or are we looking at slower growth going forward? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Do you have the stomach to deal with big swings in your holdings? If your investment allocation is stock-heavy, your portfolio will up and down over time. But higher risk can mean higher returns. The smartest investors understand risk and adjust their exposure to stocks accordingly.
At the midpoint of 2017, research director Mike Taggart of Nuveen provides a closed-end fund market update, sharing a perspective on sectors and discounts.
Jim Cramer's "Mad Money" advocates specific stock picks. But Cramer's picks consistently underperform the S&P 500 Index. Don't let this "pied piper" lead you off a cliff! Stock picking advice rarely reaps the reward you are looking for.
Portfolio Manager Steven McBoyle discusses the significance of the ‘Amazon Effect’ and its effects on e-commerce and small-cap retailers.
It’s not all about numbers. Sarah Newcomb of Morningstar says your financial health may depend on how much control you feel you have over your economic situation.
The potential for inflation to rise in coming years poses a threat to long-term investment portfolios, says Jeff Holt of Morningstar.
Portfolio Manager Chuck Royce discusses why financials continue to play an important role in his portfolios.
Portfolio Manager Bill Hench talks about the significance of the current global technology buildout and its effects on his portfolios.
Some investors may need to overcome psychological obstacles to better manage and enjoy their wealth, says behavioral scientist Steve Wendel of Morningstar.
Brad McMillan, Commonwealth’s CIO, discusses the markets and economy in May. It was a good month, with financial markets around the world rising and strong gains in the U.S. Still, we’ve had political and economic concerns, with the first quarter of the year being quite slow. But the data in May suggests this slowdown was temporary: Jobs came back, consumer spending was up, and consumer confidence remained high. We also saw growth in business investment. Are these positive trends likely to continue? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Portfolio Manager Steven McBoyle describes the attributes at the heart of his quality approach: businesses that possess a moat-like franchise, sustainable high returns on capital, and the capacity to reinvest.
Morningstar analyst Travis Miller shares a perspective on dividend investing strategies, noting that the yield spread with bonds remains attractive.
Advisor Rand Spero of Street Smart Financial in Lexington, Mass., shares his views on the need for sustainable income, particularly among older investors.
Co-CIO Francis Gannon explains what investors should know about the current state of small-caps.
Brokers want to sell you complex products. Complex products mean higher fees to the broker and often lower returns to you.
Morningstar analyst Gregg Warren suggests what asset managers need to offer investors to increase their brand appeal.
Four small-cap specialists consider the change in leadership from growth to value within the asset class.
