From the category archives:

Uncategorized

Annuity Popularity Increasing: Securian Financial’s Kerry Geurkink

May 15, 2012

Studies show the strong increase in interest in annuities reflects the increased importance of guaranteed retirement income over the past five years. Some 60% of the financial advisors who have clients with annuities in their portfolios say the clients have increased their annuity holdings in the past five ears. In addition, 49% of investors say [...]

Read the full article →

Retirement Income Scorecard: Managed Payouts

May 10, 2012

Financial planners and writers will often tell you something along these lines: If you invest in a portfolio balanced between stocks and bonds, withdraw four percent each year for retirement income, and give yourself an annual raise to account for inflation, there’s a roughly 90 percent chance that your money will last for at least [...]

Read the full article →

Wealthy Investors More Worried About the Economy

May 3, 2012

The prolonged economic downturn has become the top worry for most wealthy investors, according to new research from Spectrem Group. Four out of five millionaire investors cited the sluggish economy as a concern in the first quarter of 2012 compared to 70% in the same period in 2011. Similarly, 81% of mass affluent investors, whose [...]

Read the full article →