May 16, 2022
Mike Green on the Dangers of the Rise of Passive Investing
Has the rise of passive introduced significant risks to the market? Our guest this week thinks it has.
May 11, 2022
Timely Tips For Investors To Deal With Today’s Worst Challenges
hen it comes to your retirement savings, in unpredictable times it helps to have a few well-respected investing rules of thumb to fall back on for reassurance.
May 6, 2022
Inspiring The Next Generation Of Female Investors And Professionals
Sara Tegethoff Lowery discusses why she feels the financial services industry needs to play a role in educating our youth about money and investing.
April 12, 2022
Foundational Fixed Income: The Impact of Market Events on Retirement Investing
This podcast features a retirement-focused discussion on core plus fixed income, its foundational role within portfolios, and timely events.
April 5, 2022
The Importance of Drawdown Management in Retirement Planning
Many investors think that the best way to maximum their spending rate in retirement is to invest in the asset classes with the highest long-term returns.
April 1, 2022
The Unintended Consequences Of Taxing Unrealized Capital Gains
Unrealized capital gains are those you’ve made on an asset you haven’t sold yet. They only exist on paper.
March 25, 2022
Plan Talk: A Plan Menu That Checks All The Boxes
Ben Rizzuto offers guidance on how to assess options and build plan menus that meet a range of participant needs, today and into the future.
March 4, 2022
Three Things That Will Shape Retirement In 2022
As someone who oversees lifecycle solutions, I think we’re entering a pivotal era. Here are three things that I bet will shape retirement in 2022.
February 9, 2022
Re-Evaluating Work and Retirement
February 4, 2022
Options As Part of an RRSP/TFSA Strategy
February 4, 2022
In 2022, Approach Markets with Patience and Perspective
February 1, 2022
Don’t Let Inflation Ruin Your Retirement
You can almost ignore inflation when it runs at 2%. It will sneak up on you and, over time, that 2% will compound and erode your purchasing power.
January 26, 2022
Plan Talk: Best of 2021
In this episode of Plan Talk, Retirement Director Ben Rizzuto recaps highlights from 2021, including plan design and investment best practices.
November 17, 2021
Tax Tips for A Better Refund In 2022
We’re a long way from the 2021 tax filing season on April 15 of next year. But if you want to lower your tax bill, there are steps you may help.
October 22, 2021
Ready or Not? Lifetime Income and Other Retirement Readiness Drivers
Saving for retirement is a decades-long endeavor with factors – both excepted and unexpected – that can affect confidence and preparedness.
September 8, 2021
What Some People Are Doing (and Not Doing) to Prepare for Retirement Without Social Security
September 7, 2021
The Importance of Drawdowns in Retirement Planning
In retirement planning, when returns occur can be just as important as what returns are. The sequence of returns risk is something that has to be managed.
August 13, 2021
Estate Planning Lessons from a Rock ‘n’ Roll Legend
Retirement Directors Marquette Payton and Ben Rizzuto discuss the importance of careful wealth transfer planning – particularly for minorities, who are not as likely to have an estate plan in place – and why proactive communication is just as critical as legal instruments such as wills and trusts.
August 3, 2021
Is a 55% Tax Bracket Coming for U.S. Income Taxpayers?
July 13, 2021
Why Fully-Funded US Pension Plans Could Give Bonds A Boost
US pension plans are fully-funded again. This is good news for long-dated bonds, as schemes will likely switch from equities to fixed income to consolidate their positions.
June 4, 2021
Getting Plan Menus “Just Right”
May 26, 2021
If Your Retired Clients Are Feeling the Impact of Inflation, Give them a Raise
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can help clients cope while still keeping them on track to their long-term goals.
May 14, 2021
The Prospect for Higher Taxes Under the American Families Plan
Retirement and wealth strategies expert Matt Sommer details the potential changes and outlines tax planning strategies financial professionals may want to consider implementing with clients should higher taxes become inevitable.
May 11, 2021
Moves to Consider to Help Protect Your Portfolio & Profits
For most investors, finding an appropriate asset allocation and rebalancing and adjusting based on your risk tolerance and time horizon is the best course of action. But for those investors that are more active, or have a more opportunistic approach to investing, here are some considerations for how to protect some of your profits in today’s market.
May 5, 2021
Retirement Planning? Sorry, We’re Too Busy Watching Netflix
During the Covid-19 pandemic, US investors devoted more of their time to planning their TV viewing than on their retirement investments, a new survey has revealed.
