A contract that involves the insured paying a premium to an insurance company in exchange for protection against the risk of a large loss.
The world is filled with investing indexes and benchmarks, and all professional investment managers measure their results relative to some type of performance standard such as the S&P 500.
On the retirement...
The Treasury Department just released a proposed set of regulations that could have a meaningful impact on the retirement income market in the U.S.
The Treasury’s guidance package builds on feedback received in response to the request for comments issued by the Labor and Treasury Departments last fall.
The...
Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...
