I’m 75 and afraid to let my retirement fund dip below $1 million. Am I being too aggressive?
Spending down assets can be unsettling after a lifetime of saving.
Spending down assets can be unsettling after a lifetime of saving.
For the Public FINRA DATA FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist. For Industry Professionals FINPRO GATEWAY Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks. For Member Firms FINRA GATEWAY Firm compliance…
Zeplyn Launches AI-Powered Adviser Coaching Zeplyn, an AI operating system for wealth management companies, launched Advisor Coaching, a feature that automatically evaluates, scores and delivers feedback on advisers’ client and prospect meetings. Advisor Coaching allows advisers to customize their own scoring rubrics that are then used to measure the success of each of their meetings….
The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix
A gauge of the risk in holding these firms’ debt has climbed to record highs, the Financial Times reported, citing LSEG data, with credit default swaps tied to Oracle, Alphabet, Amazon, Meta, Broadcom, Nvidia and SpaceX all touching records in recent days. Oracle’s five-year swaps traded at 215 basis points on Monday, up from 144…
Danuta Hyniewska / Shutterstock.com We’ve scoured the globe, exploring far-flung locations across Europe, Latin America, and Asia. We’ve spent months interviewing expats, real estate agents, immigration attorneys … and weeks poring over facts and figures and crunching data. The result of all those air miles, meetings, spreadsheets, and yes, admittedly, more than our share of…
Halfway through the year, individual and retail investors are navigating an uncertain economic backdrop marked by persistent inflation concerns and elevated interest rates. Two new mid-year outlooks suggested that investors are becoming increasingly selective about where they seek returns. Fortress Investment Group LLC argued in its mid-year outlook that private credit may be better positioned…