All Things #Retirement - Editor, Retirement Weekly; Columnist/Contributor, MarketWatch, Wall Street Journal & USA TODAY; Adjunct @ Salem State Univ.; Speaker

The case for and against robo advisers acting as fiduciaries

The case for and against robo advisers acting as fiduciaries
marketwatch.com — By In a recent MarketWatch column, we examined the case for and against robo advisers acting as a fiduciary, in light of the Labor Department (DOL) releasing its new conflict-of-interest rule. Below, Bonnie Treichel, an associate vice president at Pension Resource Institute and a partner with the Retirement Law Group, answered some questions about the topic.

Retirement news - MarketWatch

Retirement news - MarketWatch
marketwatch.com — By From PlanSponsor 1. A new report from the Employee Benefit Research Institute finds that the share of the University of Michigan's Health and Retirement Study (HRS) survey respondents reporting "very satisfying" retirements dropped from 60.5% in 1998 to 48.6% in 2012.

Investment commentary roundup

Investment commentary roundup
marketwatch.com — By From S&P Capital IQ As expected, the FOMC left the fed-funds rate unchanged between 0.25% and 0.5%, citing disappointing economic data released since the March meeting, including successive months of declining Industrial Production, along with weaker-than-expected durable goods orders.

Q&A: Will I be eligible to restrict the scope of my Social Security application?

Q&A: Will I be eligible to restrict the scope of my Social Security application?
marketwatch.com — By Question: My ex-wife turned 66 in February 2016 and has already filed and suspended to allow her current spouse to file for spousal benefits. I turn 66 in October 2016. Will I be eligible to file a restricted application after she has filed and suspended? I have not remarried.

Investments for retirement

Investments for retirement
marketwatch.com — By 1. CrowdInvest and Exchange Traded Concepts Trust have brought to NYSE Arca an exchange-traded fund that buys equities based on the opinions of people who use its Crowd-Invest mobile application. The CrowdInvest Wisdom ETF uses their bullish and bearish views to rank and weight investments in a rules-based index of equities issued by 35 U.S.

Can a robo adviser really act in your best interest?

Can a robo adviser really act in your best interest?
marketwatch.com — By The debate might be settled in the eyes of the Department of Labor. Robo advisers can and do act in the best interests of their clients; they do act as fiduciaries when it comes to giving advice for investment accounts, both retirement and nonretirement. Want proof?

Q & A: What’s my spousal benefit from my ex-spouse?

Q & A: What’s my spousal benefit from my ex-spouse?
marketwatch.com — By Question: How can I find out the spouse benefits from an ex-spouse? I was married for more than 10 years. -R.G. Answer: So, here's what a spokesman for the Social Security Administration (SSA) had to say: Your benefit as a divorced spouse is equal to one-half of your ex-spouse's full retirement amount if you start receiving benefits at your full retirement age.

Investments for retirement

Investments for retirement
marketwatch.com — By Amplify provides exposure to online retailers with the launch of its first exchange-traded fund. The Amplify Online Retail ETF selects investments from the EQM Online Retail Index. Christian Magoon, Amplify's founder, previously headed Claymore Securities. ETF.com Guggenheim Investments has brought to NYSE Arca an exchange-traded fund that buys large-cap equities, following a strategy designed to maximize the benefits of diversification.

Retirement news - MarketWatch

Retirement news - MarketWatch
marketwatch.com — By From PlanSponsor 1. Retirement plan committees continue to be sued over the cost of 401(k) investments. Participants allege that they pay unreasonably high expenses, which reduces the returns and, ultimately, savers' retirement nest eggs. A reasonable expense for a plan to pay is not the same as a reasonable expense for an individual investor.

How divorce and death affect Social Security benefits

How divorce and death affect Social Security benefits
marketwatch.com — By If you're considering or are in the process of divorce, and you're just shy of your 10th wedding anniversary, you might want to wait a bit and use the time to brush up on all things Social Security before you make the break official.
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