Defined Benefit Plans

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Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

GOP Fury Over ESG Triggers Backlash With Pensions At Risk

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The finance industry is arguing that Republican are putting the financial security of U.S. savers in serious jeopardy.

Public Pensions Suffer Worst Investment Quarter Since 2020

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Public pensions have increased their risky asset allocations to more than 66%.

Calpers Logs Decade-Worst 6.1% Loss As Stocks And Bonds Dive

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Calpers, the biggest pension fund in the U.S., last reported a negative return in 2009.

Inflation Is Even Worse If You Measure It The Proper Way

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Right now monthly core inflation is clearly accelerating.

Unfunded State Pension Liabilities Could Nearly Double In 2022, Report Says

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Investment losses could lead to unfunded liabilities growing to $1.3 trillion, the Reason Foundation said.

Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Why Advisors Are Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Pimco Warned U.S. Treasury That Russia Sanctions Will Hit Pensions

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The company said U.S. pension funds would face losses if fund managers are forced to write down their Russian holdings.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Illinois Gets Third Upgrade On Rebounding Revenue, Reserves

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Illinois has made strides in recent years toward shoring up its finances, aided in part by billions in federal aid.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

Challenging Modern Portfolio Theory

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“A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of...

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

Covid's Effect On Long-Term-Care Insurance

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Underwriting standards appear to be getting tougher.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

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