- Tracking IRA Behaviors
Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results
by Craig Copeland, Ph.D.
Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, and are a vital component of U.S. retirement savings, holding one-quarter of all retirement plan assets in the nation. read more
- Equities and Inflation Climb
All eyes on corporate earnings... and a percolating CPI
Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. read more
- What’s In A New Year’s Resolution?
Ask a simple question... and you just might get inundated with a vast and varied collection of attitudes, opinions and commentaries
Just after the first of the year, I received an e-mail from Axel Merk, president and CIO of Merk Investments, a San Francisco advisory firm. In it he posed what appeared to be a simple and straight-forward question: 'What would make 2018 more productive for you?' read more
- What Exactly Do Consumers Think about Working with Financial Professionals?
For starters, 77 percent are more confident in their financial future
A new study commissioned by the Million Dollar Round Table (MDRT), conducted online by Harris Poll among over 2,000 U.S. adults ages 18 and older, including over 700 who currently work with a financial professional, examines what consumers think of financial professionals, what clients aim to achieve through financial planning and what they look for… read more
- State 1115 Proposals to Reduce Medicaid Eligibility: Assessing Their Scope and Projected Impact
A new generation of Medicaid demonstrations aims to reduce eligibility by imposing conditions like work requirements and coverage time limits
by Sara Rosenbaum, Vikki Wachino, Rachel Gunsalus, Maria Velasquez and Shyloe Jones
Do Medicaid demonstrations that don’t fulfill the program’s objective of providing medical help to people who need it qualify for 1115 waivers? read more
- Advising the Wary & Inexperienced
Perceived Investing Experience Drives Attitudes to Active Management, Advice-Seeking Behaviors, Loyalty to Firms vs. Advisors
The degree of perceived investing experience – independent from investable assets – influences consumer attitudes to active management, advice-seeking behaviors and loyalty to firms versus advisors. read more
- Investopedia Academy and Money Expert Farnoosh Torabi Launch Personal Finance Course for Millennials
To help millennials take control of their financial lives
Investopedia Academy, an online education platform that empowers consumers with financial knowledge and practical investing skills, today launched "Master Your Money," a new personal finance course geared towards millennials. read more
- Silver Disobedience Reveals Ageless Realities
Emerging "Circle of Life” audience is an abundant community
Silver Disobedience Inc. has launched a new movement that has opened up an important dialog with a powerful group of consumers. read more
- Three Steps to Help Improve Retirement Outcomes
J.P. Morgan: Implications of 2018 Long-Term Capital Market Assumptions for Plan Sponsors
Investors can still expect to face a historically low-return environment over the next decade, leaving Americans with an undiminished challenge as they look to ensure a financially secure retirement... read more
- Ready To Work After Your Primary Career Ends?
For some American, their health and finances may depend on it
Not so long ago, the whole idea of working in retirement was not even a consideration for most people. Now, it’s a reality. read more