Fixed Income

Coming Soon: More Annuities in 401(k) Plans

LIMRA predicts the in-plan annuity market will grow exponentially over the next two years.

A Growing Headache for Investors: Rebounding U.S. Dollar

A continued rebound in the U.S. dollar could lead the bear market to resume more forcefully, say Morgan Stanley analysts.

GSE Bonds More Attractive as Fed Targets Higher Rates

The dislocation in the fixed-income markets has our columnist rethinking his bond strategies while remaining conservative. (By Christopher Baccella)

$2 Million in Investable Assets Leads to Retirement Confidence

But not even 7% of people 60 and over have that saved, says LIMRA. More workers would like guaranteed sources of lifetime income.
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Why Are Fixed Annuities Breaking Sales Records?

Fixed annuities keep breaking sales records. A new MassMutual study sheds light on the topic. (Sponsored)

Focus on Inflation, Not Statistical Babble

Don’t underestimate how inflation can impact investor perception of securities and ultimately their pricing. (Br Frank Smith)

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.

Advisor Clients More Nervous About Financial Futures, Survey Finds

They are more likely to say they will continue to work and are less confident about their financial futures, a Nationwide survey finds.
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Uncertainty and the Cost of Waiting

It's risky to park client money in a six-month CD betting that interest rates will rise, says Matt DiGangi of MassMutual. He offers a different strategy. (Sponsored)
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60/40 Portfolio: Perfect Storm for Retirees, Part 1

Help retirees avoid sequence-of-returns risk by thinking beyond the 60/40 portfolio.

The Cost of Waiting

Uncertainty may lead to a wait-and-see investment strategy.

Low-Volatility ETFs May Help Clients Meet Retirement Goals

These transparent, lower-fee vehicles offer a potential way to capture equity appreciation without boosting risk.

Latest News

Analysts: Office Loans May Strain Small Lenders

The CRE market faces headwinds that could hobble small banks. Large metro areas are most at risk from current conditions.

DOL Must Create Retirement Plan Lost and Found

One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.

New EP Wealth Scholarship Honors Trailblazing Advisor

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

Nationwide: Most Women Think Recession Is Here or Imminent

Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.

Gender Parity Will Take More Than 5 Generations: WEF

An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.

CFP Board, RIA Team Up to Offer Scholarship

The scholarship is intended to encourage students from underrepresented populations to enter the profession.

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