Retirement Goals

Helping Clients Close the Retirement Gap

Wednesday, November 2nd, 2011

“How do I close the gap on hitting my retirement goals?” If you’re meeting with clients in their 40s and 50s, chances are you’re run into that question. Weak equity markets over the past decade, low interest rates and a new consensus on a muted outlook for future returns means that some clients who five […]

How Conservative Investing Threatens Retirement Futures

Wednesday, May 18th, 2011

How conservative investing threatens retirement futures Just as the Great Depression scarred a generation and left many with a poverty mentality that still persists, the two bear markets of the last ten years risk shaping an entire generation’s attitude to investing. That’s a key finding from a survey of affluent Americans commissioned by Merrill Lynch […]