Retirement Archive

  • Investors often make changes to their portfolios—with the best of intentions—that do not add value. These mistakes include reallocation of a portfolio from one asset class to another as well as switching from one manager to another within an asset class. Analysis through simulation shows that investors would be better off extending the industry standard three-year window for manager assessment.

    Michael Mauboussin on Strategy: The Coffee Can Approach

    Investors often make changes to their portfolios—with the best of intentions—that do not add value. These mistakes include reallocation of a portfolio from one asset class to another as well as switching from one manager to another within an asset class. Analysis through simulation shows that investors would be better off extending the industry standard three-year window for manager assessment.

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  • Jim Farley, CPC, QPA, Director of Retirement Research Center, joined Lord Abbett in 1995. In early 2005, he was named Director of the Retirement Research Center. Prior to joining Lord Abbett, Mr. Farley was a sales associate and pension specialist at a Mass Mutual Life branch office in New York City. He is recognized by the American Society of Pension Actuaries as a Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA). He received his BA in English from St. John’s University in New York.

    Social Security: Retirement Benefits

    Jim Farley, CPC, QPA, Director of Retirement Research Center, joined Lord Abbett in 1995. In early 2005, he was named Director of the Retirement Research Center. Prior to joining Lord Abbett, Mr. Farley was a sales associate and pension specialist at a Mass Mutual Life branch office in New York City. He is recognized by the American Society of Pension Actuaries as a Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA). He received his BA in English from St. John’s University in New York.

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  • Point of View with Peter Fisher

Peter Fisher, Senior Managing Director, is head of BlackRock’s Fixed Income Portfolio Management globally and is a member of BlackRock’s Global Operating Committee. Prior to joining BlackRock, he served as Under Secretary of the U.S. Treasury for Domestic Finance, and prior to that spent 15 years at the Federal Reserve Bank of New York. Mr. Fisher currently also serves as a non-executive director of the Financial Services Authority of the United Kingdom and is a member of the Strategic Advisory Committee at Agence France Trésor.

    Two Fixed Income Strategies for the New Environment

    Point of View with Peter Fisher Peter Fisher, Senior Managing Director, is head of BlackRock’s Fixed Income Portfolio Management globally and is a member of BlackRock’s Global Operating Committee. Prior to joining BlackRock, he served as Under Secretary of the U.S. Treasury for Domestic Finance, and prior to that spent 15 years at the Federal Reserve Bank of New York. Mr. Fisher currently also serves as a non-executive director of the Financial Services Authority of the United Kingdom and is a member of the Strategic Advisory Committee at Agence France Trésor.

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  • Headlines reporting surging food prices and noticeably higher prices at the stores and at the pumps have investors concerned. Investment Strategist Kate Warne helps you understand the role inflation plays in the economy and how it may affect you and your long-term financial goals.

    Analysts Alert – Edward Jones – Putting Rising Prices into Perspective

    Headlines reporting surging food prices and noticeably higher prices at the stores and at the pumps have investors concerned. Investment Strategist Kate Warne helps you understand the role inflation plays in the economy and how it may affect you and your long-term financial goals.

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  • OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation’s largest and most respected asset management companies. READ ENTIRE ARTICLE

    Why You Can’t Judge a Muni Bond by its Yield

    OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation’s largest and most respected asset management companies. READ ENTIRE ARTICLE

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