Retirement
Forward-thinking approaches to policy and wealth management are needed to ensure a better financial future across generations and income brackets.
Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.
Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.
How can we incorporate dynamic spending into retirement income projections?
How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?
How can we mitigate sequence of returns risk (SoRR)?
This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.
Michael S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.
Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.
Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.