Read here for more details on Invesco KBW Premium Yield Equity REIT ET (KBWY)'s high-yield REIT strategy, its risks, and ...

Pre-retirees and retirees may be understandably concerned about their exposure to stock market risk, particularly in these uncertain times. Let’s take a look at how a hypothetical 65-year-old couple ...

Investors often use the percentage of capital allocated to fixed income to define how risky a portfolio is — but that’s a faulty way to measure risk, according to a new paper by John Delaney, Willis ...

In general, BALI can be used as a replacement for an investment in the S&P 500 ( IVV) given the similar return profile.

If one maintains the same asset allocation both inside and outside of the variable annuity, then the additional fees for a variable annuity can be expected to deplete the underlying value of the ...

Before you take the leap into retirement, you want to feel completely confident that your money will last. It’s natural to want to be sure you have enough saved, but rather than focusing on savings, ...

In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

The investment seeks current income and, secondarily, growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the adviser and ETFs and ...

An article in The New York Times this August, “How to Enjoy Retirement Without Going Broke,” is a reminder that experts — from Nobel Prize winners to financial advisers — are challenged by planning ...