Inflation

A sustained increase in the general price level—often measured by a broad index such as the consumer price index (CPI).

Morningstar on Longevity Risk

Morningstar's Director of Personal Finance writes about the factors that are within an individual's control and therefore manageable through good planning. The economy and stock market movements are not on the list. Prudent risk management in retirement is on the list. The items that fall into the risk management category include: Longevity risk . Long-term care. Inflation. Regulatory risk and higher taxes. Longevity annuities are discussed in the context of longevity risk. Source: Morningstar...

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Gold on a Tear While Buffett Takes a Break

If gold prices and Warren Buffett’s investing activities are any indication, the near-term could prove difficult for investors.

Warren Buffett was selling more stocks than he was buying earlier this summer, and...

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Sequence of Returns Risk

Income

Volatility

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Retirement Vulnerability Index Highlights Need for Sources of Guaranteed Income

A not for profit coalition of organizations known as Americans for Secure Retirement has published an interesting summary of an Ernst and Young study that focuses on the impact of...

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The Risks of Fixed Income and Fixed Annuities

Inflation can be a positive for the owner of a fixed mortgage since the real value of future mortgage payments decreases. Inflation is terrible for the receiver of fixed payments since the real value of future receipts is eroded by inflation. As Brett Arends of the Wall Street Journal suggests in a recent column, owners of Treasurys and other fixed income investments (bonds) should be acutely aware of the risks that exist in the current environment. One scenario suggests that owners of 10 year...

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