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

Retirement news - MarketWatch — By From PlanSponsor 1. A new white paper from Vanguard researchers provides a helpful framework for investors to consider as they look to turn an equity investment portfolio into a sustainable and consistent source of income. Read more. 2.

Investments for retirement — By 1. Amplify Exchange Traded Funds has brought to Bats Global Markets an exchange-traded fund that aims to deliver strong dividend yields by investing in other ETFs. The Amplify YieldShares Prime 5 Dividend ETF holds shares of five ETFs based on high dividends, low expense ratios and low volatility.

Investments for retirement — By Global X Funds has brought to Nasdaq three exchange-traded funds offering sharply defined niches in the tech sector. The Global X Internet of Things Thematic ETF, the Global X FinTech Thematic ETF and the Global X Robotics & Artificial Intelligence Thematic ETF are linked to indexes managed by Indxx.

How does work affect my Social Security benefit? — By Question: I turned 62 in August of 2016. I plan on filling for Social Security now. Will the wages I earned from January to July 2016 be held against the $15,000 cap? I have a school job to supplement my pension. -D.F.

Retirement news - MarketWatch — By From PlanSponsor 1. The newly released 2016 report from Wilshire Consulting on the funding levels of city and county retirement plans finds that the funding ratio for the city and county pension plans studied was 70% in fiscal year 2015, down 4 percentage points from fiscal year 2014. Read more.

Retirement news - MarketWatch — By From PlanSponsor 1. Each year, the National Center for Employee Ownership updates its employer stock litigation review (the ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2016). Corey Rosen, founder of the National Center for Employee Ownership, discusses key rulings in company stock litigation against retirement plan sponsors. Read more.

Investments for retirement — By 1. AdvisorShares has named Dorsey, Wright & Associates the subadviser for what had been known as the AdvisorShares WCM/BNY Mellon Focused Growth ADR exchange-traded fund. The fund has been rebranded the AdvisorShares Dorsey Wright ADR ETF. 2.

Q&A: The welfare cost of retirement uncertainty — By The difference between when you expect (or plan) to retire and when you actually retire is the subject of much retirement research. The latest on that topic was recently published by the National Bureau of Economic Research.

Adviser perspective: LTC insurance and annuity products — By In 2012, retirement expert Michael Kitces examined in his newsletter, The Kitces Report, the rising popularity of hybrid long-term care policies, which pair long-term care insurance with either a life or annuity policy. At the time, he wrote: As traditional long-term care insurance becomes more expensive, these hybrid policies are increasingly being used as an alternative.

Investments for retirement — By 1. PureFunds has brought to Nasdaq two technology-focused exchange-traded funds, one targeting financial technology and the other giving exposure to medical technology. The PureFunds Solactive FinTech ETF tracks a fintech index, while the PureFunds ETFx HealthTech ETF invests in companies selected from a medtech index. ETF Trends 2.
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Sep 27, 2016

A truly great read: ‘Who the heck are you?’ asked Arnold Palmer  via @WSJ

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