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The Investment Implications Of The Housing Slump

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In recent months, the collapse in housing has been dramatic.

Investors Have Learned The Hard Way: Don't Rely On The Market

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They want a retirement paycheck, not another product.

SEC Commissioner Says ESG Rules Would Quadruple Company Reporting Costs

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The SEC's proposed ESG disclosures would increase reporting costs from $2 billion to $8.4 billion, he said.

Americans Investing Less In Stocks As Inflation Crimps Budgets, Survey Says

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They're so nervous about their investments that 42% say they want to cash out.

JPMorgan Forecasts 7.2% Returns On The 60/40 For 2023

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Its Long-Term Capital Market Assumptions report supports “back to basics.”

Gen Z Really Does Have It Harder Than Millennials

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Covid, technology and the economy have made new college graduates an angsty bunch.

Northern Trust Forecasts 6% Five-Year Return On U.S. Equities

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The asset manager's strategists say a 60/40 portfolio will return 5.1%.

How To Reduce The Pain Of RMDs

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There are a few legal work-arounds to reduce the sting of selling in a down market.

Midterm Elections No Longer A Worry For Markets

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With political and fiscal policy off the worry list for the moment, we can return to more purely economic concerns.

Gundlach Says Housing Is 'Doomed,' Millions In Layoffs Likely

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The DoubleLine CEO expects the fed funds rate to top out in May at about 4.5%.

What, And What Not, To Say To A Grieving Client

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Trying to console someone by saying "At least they lived a long life" is a big mistake, this advisor coach says.

FinTech Versus FinTalk

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There's a long road from invention to commercial success.

Tales Of The Tape: Annuities Vs. The 4% Rule

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In a classic underdog story, annuities might have another shot at the title, experts say.

Delaying Social Security Has Rarely Been This Profitable

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As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.

Even Millionaires Realize They May Need To Work Longer Than They Imagined

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Forty-two percent of millionaires in a Natixis survey are too worried to even think about retirement.

Rethinking Risk Management Amid 2022's Volatile Market

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How to retain assets in the current economic environment.

What Bogle, Buffett And Samuelson Might Tell Today's Buy-And-Hold Investors

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How these legends of investing might counsel advisors and their jittery clients today.

Andy Friedman Says SECURE 2.0 Should Pass After Midterms

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The legislation will increase the required minimum distribution age from 72 to 75.

For Some Retiring Clients, Paying Off The Mortgage No Longer The Best Advice

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Some older clients may want to take advantage of their low-rate mortgages, advisors say.

The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

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William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

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