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The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.
October 4
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Incentive stock options can provide “special” tax treatment to the recipients if certain requirements are satisfied.
September 27
Foley & Lardner -
When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.
August 22
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When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.
June 21
The Speakman Financial Group -
The payment allows the plan to allocate shares of stock to each eligible worker valued at nearly 18% of eligible wages earned during 2017.
June 7
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Elderly workers should make sure they have enough fixed-income in their retirement portfolios to spin off cash to cover the gap between income and expenses until the market recovers.
April 24
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Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.
March 6
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Recent volatility in popular technology stocks is a reminder to check the tech weighting in your retirement portfolio.
June 15
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Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
April 10
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Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,
April 7
