As expectations of an economic slowdown grow, retirement planners are already feeling the impact.
The custom indexing pioneer launched O’Shaughnessy Asset Management in 2007 and has been serving as chairman, co-CIO and portfolio manager.
Like the cobbler's children who had no shoes because their father was too busy making shoes for customers, a large percentage of financial advisers are unprepared for retirement.
A second-generation enrolled retirement plan agent explains how he helps companies smooth out plan problems with the IRS.
Vanguard's influential 'How America Saves' report shows 401(k) plan participants are facing increasingly complex financial situations and life events.
Stocks have taken a beating recently, but the hobby of collecting old stock and bond certificates is going strong.
Even with the recent recoveries in the stock and bond markets, the classic 60/40 split may be a thing of the past, and some argue alternatives are the future.
Virginians without access to a workplace retirement savings plan will now be able to save a portion of their pay in a professionally managed IRA.
Closed-end funds have emerged as a potential solution for retirees seeking to smooth out their cash flows and in turn soothe their shaken nerves.
The company said the deal underscores its ongoing commitment to the retirement plan industry and to investing in technologies that enhance its 'financial wellness ecosystem.'
