The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

The number of retirees in the U.S. is growing rapidly, with as many as 10,000 new retirees a day. Retirees with income from employment, pensions, or investments are generally better off than those ...

At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...

Strategic planning involves defining your company's direction and describing how you allocate budgets and resources. Managing portfolios involves analyzing investment choices (project or financial) ...

Advisors and their clients all too clearly remember the financial crisis of 2007 to 2008. Recent events in the Middle East and Japan have caused these memories to come to the forefront, re-sensitizing ...

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...

A 2024 Northwestern Mutual survey found that Americans think it will take $1.46 million to retire comfortably. But a 2022 Federal Reserve survey revealed Americans aged 65 to 74 only have a median ...