There’s no such thing as one-size-fits-all retirement planning, and planning the perfect...

When the Consumer Price Index (CPI) began trending higher in earnest earlier this year, it was...

Equality is a topic that’s permeating societal discourse, and rightfully so. It’s...

September was a weak month for equities. In fact, it was just the second monthly loss this year...

A growing number of exchange traded funds track options-based strategies, and many of these funds...

There are two certainties regarding inflation in 2021. First, there’s no denying that the...

It’s corporate earnings that move markets, and for much of this year, strong earnings...

With yields on conservative fixed income assets low and credit spreads depressed, some income...

These days, retirees and those getting close to retirement have a lot on their plates. Soaring...

A predictable result of rising inflation is investors embracing Treasury inflation-protected...

With the Federal Reserve apparently eyeing a 2022 interest rate increase, fixed income investors...

No, it’s not a recession, but there is evidence suggesting that some economic hurdles are...

The lay of the bond land in 2021 is a vexing cocktail of low interest rates, depressed credit...

Retirement is often viewed through the lens of savings. Workers save through 401(k) plans,...

Prior to this year, plenty of investors knew about inflation. However, in 2021, investors are...

Just when it seemed as though stocks were defying seasonal precedent— August through October is...

Municipal bonds have long been desirable assets for income-seeking retirement investors, but that...

Following the revelation that billionaire entrepreneur and investor Peter Thiel stashed $5...

For economists and investors, inflation remains a hot-button topic, and while the August increase...

Obviously, the arrival of the coronavirus pandemic brought about a bear market for stocks....

High-yield fixed income assets, including the Invesco Senior Loan ETF (BKLN B), aren’t...

In financial markets, folks are always trying to predict something. Of course, the prediction...

There are plenty of contentious debates to be dealt with on Capitol Hill, one of which is the...

More than eight months into 2021, some inflationary trends are now more than obvious. First and...

“Better late than never” is an oft-used saying, and it may have some relevance in some pursuits....

Fixed income investors, including retirees, are dealing with a variety of headwinds this year....

One of the biggest selling points of exchange traded funds is that these products are remarkably...

Ten-year Treasury yields closed at 1.29% on Sept. 2. That’s well off the 52-week high of...

The S&P 500 finished August with a gain of over 3%, extending its winning streak to seven...

In today’s low-yield environment, many income investors are facing a conundrum. Reduce...

Some experts believe that the income replacement rate is a relic of a bygone era in retirement...

The world has been dealing with the Delta variant of the coronavirus for at least a couple of...

The S&P 500 is higher by nearly 20% year-to-date, and it’s hard to complain about that....

For some workers, 401(k) plans are among the premier employment benefits, but landing a job with...

With the Consumer Price Index (CPI) trending higher this year, consumers and investors are being...

With the S&P 500 up 19.55% year-to-date, it’s hard to argue with equity performance in...

It’s not uncommon for retirees to continue working after they depart their last...

Municipal bond yields aren’t exactly thrilling these days, but the asset class remains an...

As equity-based environmental, social, and governance (ESG) exchange traded funds swelled in...

Something for parents and younger investors to consider: President Biden recently extended the...

The U.S. economy thrived in the first half of the year, posting stellar GDP growth not often seen...

The iShares National Muni Bond ETF (MUB), the largest exchange traded fund tracking municipal...

This year, the fixed income market isn’t lacking for headline risk. There was the surge in...

The S&P 500 is up more than 17% year-to-date, but as is often said, the stock market...

The healthcare sector, the second-largest sector weight in the S&P 500 behind technology, is...

Investors looking to avoid sectors vulnerable to inflation, Fed policy uncertainty, and glum...

The S&P 500 is up 16.28% year-to-date, as of July 15. That’s impressive work under any...

Stocks with quality traits, including those with enviable track records of dividend growth, often...

Stocks swooned on Monday as market participants speculated that the delta variant of the...

On the back of the June Consumer Price Index (CPI) report, which showed another uptick in...

Recently, Treasury yields have slipped, pressuring the cyclical value trade that drove domestic...

Broadly speaking, U.S. large cap companies are sitting on some sizable war chests. That’s a...

Volatile equity markets can be scary for retirees—but for savvy investors, they can also be an...

The S&P 500 is higher by 3.29% over the past month. Other widely followed domestic equity...

The income profile of the technology sector is changing for the better, and those alterations are...

Many workers that have access to 401(k) plans may be inclined to think that those benefits are a...

It probably isn’t the first asset class investors think about with regard to climate change...

For those outside of the asset management and financial advisory worlds, an often overlooked...

Many investors view Social Security as an automatic, almost rudimentary part of retirement, but...

There are a slew of real estate exchange traded funds on the market today, and as that universe...

It appears that the Biden Administration and Senate Republicans have reached an agreement on an...

Inflation is here, and though it may be transitory, investors are still evaluating ways to buffer...

There’s plenty of talk about the trying fixed income climate advisors and investors are...

In spite of this year’s challenging fixed income environment, bonds remain vital portfolio...

Last week, the Federal Open Market Committee (FOMC) threw market participants for a loop as the...

When it comes to inflation gauges, many advisors and clients know about the Consumer Price Index...

President Biden and congressional Democrats have put forward sizable spending proposals,...

Investors are often wooed by how big institutional players, endowments, and pension plans play...

U.S. stocks are proving to be solid performers in the first half of 2021, but with the second...

The Markit iBoxx USD Liquid Investment Grade Index, a widely followed gauge of investment-grade...

The May reading of the Consumer Price Index (CPI) confirms higher prices are here, but equities...

It’s well-documented that millennials and Gen Z are big on exchange traded funds. Those...

Conservative income-seeking investors, including plenty of retirees, often flock to municipal...

The monthly jobs report from the Labor Department is one of the biggest data points for investors...

For investors looking to investment-grade corporate debt, a good news/bad news dichotomy is...

The S&P 500 declined modestly on Monday, but the benchmark domestic equity gauge is higher by...

Since it first entered the investment lexicon in earnest in 2013, the phrase “taper tantrum” has...

The 2020 CARES Act passed in response to the coronavirus pandemic allowed workers to...

In a market environment marked in part by retail investors pining for meme stocks and...

Pay enough attention to U.S. economic data this year, and you’re likely to hear plenty...

Advisors and investors have long been demanding more fixed income solutions with environmental,...

The Biden Administration is proposing significant increases to capital gains taxes, and while...

In residential real estate, it’s either a buyer’s or a seller’s market. Despite...

Market participants are being inundated with inflation talk. As is the case with so many...

If there are two things investors are craving these days, it’s ways to fight inflation and...

Conventional economic wisdom holds that after an economy endures a recession, it will...

Inflation is almost certainly the hottest topic in finance nearly five months into 2021.

For more than a decade, market pundits warned about the possibility of rising inflation. For more...

There’s no denying stocks have performed well since Election Day. In fact, the S&P...

The 2020 market plunge caused by the onset of the coronavirus pandemic was brief relative to...

By Eric Stevenson

Exercising caution is always a good idea for investors nearing or in retirement. That advice is...

The widely followed S&P National AMT-Free Municipal Bond Index, a broad gauge of municipal...

With soaring Treasury yields punishing bond returns, the viability of the classic 60/40...

Public work is a different ballgame, but in the private sector, defined benefit pensions have...

Owing to its status as a sector with above-average dividend yields, real estate has long been a...

With Treasury yields soaring, punishing other corners of the fixed income market in the process,...

May is here, and with the arrival of the fifth month of the year come jitters about the old “sell...

While the law of large numbers means it’s often difficult for the U.S. to notch emerging...

Earlier this week, the Federal Reserve signaled it will stand pat on its current monetary policy....

Amid low domestic bond yields, advisors and investors are being compelled to get creative when it...

Due in part to the expected multi-trillion dollar transfer of wealth from older generations to...

The U.S. tax landscape is shifting again. Recently, President Biden proposed one of the most...

The green investing conversation has long revolved around equity-based strategies, but fixed...

Money market funds (MMFs) don’t sport hefty yields, but the asset class has long been a...

Equities ETFs are showing some lethargy this week, but there’s still momentum to be had in...

The VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL B) is a surprisingly credible option...

There were some bumps in the road last year, but dividend growth is returning, highlighting the...

Today’s interest rate environment puts a premium on flexibility – something not all bond...

Inflation is one of the biggest issues retirees face. Due to low interest rates, it’s getting...

The coronavirus pandemic has decimated many a retirement plan. But there are avenues for advisors...

There’s a new president in the White House, but some previous changes to Social Security...

Treasury yields are still elevated and the dollar is still weak. However, both assets recently...

Inflation isn’t alarmingly high yet, but advisors and investors can prepare for the worst...

In an ultra-low yield environment, income investors often need to go beyond bonds and common...

With so much talk about the reflation trade and cyclical stocks coming back into focus, defensive...

Real estate is a sector conducive to fresh, newer approaches and the Hoya Capital Housing ETF...

Rising Treasury yields often prompt advisors and investors to embrace short-term bonds and...

Investors looking for an income-generating asset class that can bridge the divide between...

Dozens of exchange traded funds offer exposure to high dividend equities. One of the most...

It’s getting cheaper to invest in fixed income exchange traded funds thanks to State Street...

Last year, bank stocks and exchange traded funds, including the SPDR S&P Bank ETF (NYSEArca:...

At a time when newly issued exchange traded funds are becoming increasingly nuanced, Charles...

Technology usually isn’t the first sector retirees think of as this demographic usually...

Things are looking up for bank stocks, making options like the SPDR S&P Bank ETF (NYSEArca:...

With 10-year Treasury yields soaring, financial services stocks and funds like the Financial...

The search for yield can take income investors to a wide range of alternative asset classes....

Retirees and investors close to retirement often favor low beta, high dividend sectors when it...

The recent spike in Treasury yields is presenting challenges for some traditional municipal bond...

As energy assets bounce back, income-starved investors may want to revisit master limited...

Growth has trounced value from 2007 – 2020, but that dynamic may be reversing. That’s...

Due to low interest rates, it’s getting harder for retirees to replace income from their...

Municipal bonds are languishing amid the recent spike in Treasury yields, but that selling...

The Fed’s Beige Book indicated a modest pace of expansion across most of the country between...

In bygone eras of retirement and retirement planning, there were some hard and fast rules,...

China’s green energy ambitions and needs could power an uptick in green bond sales this...

Dividend growth is on the mend, but with scars still fresh from last year’s spate of...

The sell-off in long-term Treasuries continued yesterday, as the 10-year yield rose for the 14th...

With yields on cash instruments at rock bottom levels, holding more cash may seem like a...

So many retirement investors are conditioned to believe that fixed income allocations only mean...

Utilities are typically more stable stocks since the demand for their services, notably...

Dividend stocks are coming back to into focus – thank low interest rates for that – but investors...

Investors looking for alternative asset classes with eye-catching yields may want to consider...

Among investors’ main concerns about the continuation of the current bull market is consistent...

International dividend-paying equities are important considerations for many income investors....

Bonds are integral components in any retirement portfolio. Corporate bonds can carry higher...

The combination of emerging markets and junk bonds may appear to be too risky for many income...

The Bank of England caused a small stir last week when it directed commercial banks in the U.K....

The impact of ongoing COVID-19 restrictions continues to affect economic activity, including...

Municipal bonds have long been fixed income staples in retirement portfolios, and there are...

Large cap value stocks usually reside on the more conservative end of the investment spectrum....

Amid expectations of a global economic recovery, emerging markets assets are rebounding and more...

Cyclical and value stocks are making a comeback, giving investors reason to revisit the once...

With depressed yields on municipal bonds and Treasuries and firming in the high-yield corporate...

The move to digital payments is increasing in speed, providing significant upside for exchange...

Preferred stocks and related exchange traded funds are, well, preferred destinations for income...

Real GDP rose by an annualized 4.0 percent in the fourth quarter, in line with expectations, as...

In modest allocations, emerging markets assets are functional in retirement portfolios and...

Speculators and retail investors are furious after well-known retail brokerages restricted...

Thematic exchange traded fund strategies have been a great way to access specific segments of the...

This isn’t really another article about the weird trading activity in Gamestop (GME). Yes, it’s...

Bank of America completed the opening salvo of fourth quarter earnings releases from the largest...

Initial unemployment claims fell by 26,000 last week to 900,000. This was better than expected...

Electric vehicle (EV) manufacturers played a significant role in the standout performance of...

From the flimsy balance sheet of the Social Security Administration to a lack of...

With interest rates likely to remain low over the course of 2021, advisors and investors are...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) can play a pivotal part in answering that...

Markets are poised to begin 2021 similar to how 2020 ended, with a broad market rally.

Employer-sponsored retirement plans, such as 401(k)s, are important parts of the retirement...

As many investors get closer to retirement, they reconfigure portfolios to reduce growth exposure...

Interest rates are low and are likely to remain that way for some time. Traditional retirement...

In 2020, issuers finally got around to bolstering fixed income environmental, social, and...

One of the primary advantages of the Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is that...

Replacing the income lost from from not working is one of the most important tasks investors...

Investors looking for assets to bridge the divide between stocks and traditional fixed income...

Individuals across the country dream of retiring early, but many don’t where to find the...

Investors are facing clashing cycle indicators, as the unique conditions of the current cycle...

Stocks are soaring to end 2020, but investors should still consider protective strategies like...

Broadly speaking, municipal bond yields are low, but the asset class remains an important of...

Historically low interest rates in the U.S. are chipping away at the yields investors find on...

Social Security is an important part of the retirement income equation, but it doesn’t...

Fixed income ETs are on torrid asset-gathering paces this year, indicating advisors and investors...

Dividend stocks generate income. So do covered calls. Both strategies can be deployed within the...

The Utilities Select Sector SPDR (XLU A) and other utilities exchange traded funds are usually...

Many retirees are worried that they left the workforce without adequate retirement savings, but...

Up a staggering 154.57% over the past year, Nvidia Corp. (NASDAQ: NVDA) is the largest U.S....

With income scarce via traditional sources amidst low interest rates, advisors and investors need...

In this low-yield climate, advisors and investors should go beyond municipal bonds and Treasuries...

Retirees often rely heavily on dividends from equities and interest payments from bonds for...

Municipal bonds and exchange traded funds, including the iShares National Muni Bond ETF (MUB A+),...

Due to the Federal Reserve’s low interest rate policy, advisors and investors are looking...

The Utilities Select Sector SPDR (XLU A) and other utilities exchange traded funds were somewhat...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is positioned as an income-generating...

Retirement planning can be difficult, but NUSI is one exchange traded fund that can ease that...

With bond yields tumbling, it would be easy to think that these would be go-to days for preferred...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is an income-focused ETF that...

Investors looking to bolster retirement income via non-traditional sources can find a friend in...

With Election Day right around the corner, fixed income investors have a variety of outcomes to...

Elevated levels of income and downside protection explain this exchange traded fund’s...

Equity market valuations usually aren’t retirees’ primary concerns, but elevated...

The newly minted SoFi Weekly Income ETF (NYSE:TGIF) is flipping the script by making every Friday...

It’s been a banner year for gold exchange-traded funds (ETFs) and more market uncertainty ahead...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) exchange traded fund can help in your...

Municipal bond investors are anxiously awaiting the outcome of the upcoming Election Day and that...

One idea that should be immune to post-election volatility is the Nationwide Risk-Managed Income...

Looming changes to the Social Security system and could put the Nationwide Risk-Managed Income...

A primary goal of retirement portfolios is ensuring the retiree has enough, or better yet, more...

Among fixed income assets, municipal bonds are often sensitive to political conjecture due to the...

Dividends from common stocks are taking a beating this year, but that style of investing still...

More data points confirm employees need assistance with retirement planning. That a burden the...

It’s often said that many retirees are overly frugal, particularly early in retirement....

Municipal bond default rates are low, a pleasant surprise in the wake of the coronavirus pandemic...

Building resiliency is the name of the game with retirement portfolios and that’s an...

Across bonds and equities, yields are low in the U.S., a scenario increasing the allure of...

Not all workers have access to employer-sponsored retirement plans, such as 401(k)‘s,...

The Utilities Select Sector SPDR (XLU A) isn’t the most impressive sector ETF this year,...

It’s unlikely to surprise income-starved investors that have been following the situation,...

Traditional retirement vehicles may not provide all the income retirees need and with interest...

Many young investors aren’t thinking about retirement, but that’s a mistake and many...

Finding the combination of strong yield, some participation in equity market upside and downside...

This year, plenty of large-cap equities are providing dividend pain, prompting concern about the...

Low interest rates aren’t a retiree’s best friend. Record low borrowing costs brought...

An unfortunate financial result of the coronavirus pandemic is that many investors are delaying...

Investors looking to tap into the benefits of shareholder yield have multiple exchange traded...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is an ideal consideration at a time when...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is an increasingly popular income...

It’s bad enough that so many members of the S&P 500 cut dividends this year.

With Treasury yields low, dividends declining and risk still elevated in the high-yield corporate...

In any environment, the Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) would stand out on...

For investors yearning for an ETF focusing on collateralized loan obligations (CLO), the wait...

In a low yield environment where Treasuries and money markets just aren’t getting the job...

For the most part, money markets are low risk “investments” and they sport the paltry yields...

Investors aiming for early retirement face myriad hurdles to overcome, including ensuring they...

Inflation and its effects on retirement income are primary concerns for retirees and those close...

Income is getting harder to source in the U.S., but some global options, including the iShares...

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) generates income via covered calls,...

Investors could be waiting a while for S&P 500 dividends to return to pre-pandemic levels....

The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is intended to be an income-generating...

The MSCI Emerging Markets Index is higher by 5% over the past month and recent strength in...

Generating income doesn’t have to be difficult, but the Nationwide Risk-Managed Income ETF...

The Consumer Staples Select SPDR (NYSEArca:XLP) is a prime example of a sector ETF benefiting...

Many workers, of varying age groups, are struggling to set aside enough money for retirement and...

Coming off a stellar second-quarter performance, the Nasdaq-100 Index could be primed for more...

Corporate bonds and the related ETFs are getting plenty of attention this year as the Federal...

Investors looking for income often turn to investment-grade corporate bonds and broad,...

In a challenging income environment, sometimes a refreshed view of yield can make all the...

One of the primary reasons the Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is proving to...

With advisors and investors scurrying to source yield against the backdrop of rising Treasury...

Covered calls, or selling options, can be a meaningful addition to investors’ income...

Through the first five months of this year, more than 10% of the S&P 500’s dividend...

Trends are not made or broken on a single day of price action, but stocks experienced their worst...

The Nasdaq 100 Index touched 10,000 for the first time on Tuesday and while technology stocks and...

The normally docile Utilities Select Sector SPDR (XLU A) and its peers have been a bit more...

U.S. government bond yields are anemic. The S&P 500 is awash in dividend cuts, eliminations...

Previously lagging emerging markets equities are rebounding. Just look at the MSCI Emerging...

Amid elevated market volatility earlier this year, low interest rates and the Federal Reserve...

Recently, some market observers are highlighting the dividend difficulties of the energy,...

As is being widely documented, the coronavirus pandemic, slumping commodities prices and weak...

With dividends under duress this year, funds emphasizing dividend growth stocks, such as the SPDR...

Convertible bonds aren’t often viewed as high-yield destinations, but the SPDR Barclays...

Value remains in ex-US developed market equities, but some investors willing to take the bait...

Buoyed by technology and internet stocks, the Nasdaq-100 Index is within shouting distance of its...

Like it’s large-cap counterpart, small-cap value is lagging against large-cap growth.

Advisors and investors are making risk reduction a priority in the current market climate and the...

At a time dialing back risk and elevating income are atop many investors’ lists, the...

What investors nearing or in retirement invest in and what millennials tap are often very...

As has been widely documented, international equities are floundering again this year relative to...

Amid dividend cuts among an array of common stocks and low government bond yields, income...

What do Boeing, Disney, Occidental Petroleum and Wynn Resorts, just to name a few, have in...

Emerging markets stocks and the related ETFs are lagging this year, but the asset class is...

The high-yield bond market is encountering significant duress this year due to weakness in the...

In what remains a challenging climate for investors considering emerging markets equities, the...

With the bank loan market in focus this year because of weakness in the broader corporate bond...

Broadly speaking, ex-US markets continue lagging domestic equities, but there are ways for...

With oil prices plunging, old guard emerging markets strategies are again being exposed, but...

Multiple corners of the bond market are under duress this year, crimping conservative,...

The concept of smart beta in the fixed income arena is still relatively new, but it rapidly...

Turbulent markets are putting the spotlight back on the low volatility factor and that could be a...

The Federal Reserve is on a bond-buying binge, gobbling nearly everything from Treasuries to...

Mortgage real estate investment trusts and sector-related exchange traded funds surged Wednesday...

Amid a spate of credit downgrades, 2020 is shaping to be a record year – and not necessarily the...

These days, the combination of income and reduced volatility is all the more alluring. The Legg...

Investors looking for elevated income and reduced volatility have some credible options to peruse...

Sagging oil prices and widening credit spreads are among the factors weighing on the high-yield...

With domestic stocks struggling, investors are likely apprehensive about considering ex-US...

The first quarter was not kind to developing economies and their equity markets as the MSCI...

With the first quarter in the books, it’s fair to say the S&P 500 dividend action to start...

When real estate investment trust (REIT) ETFs surged last year, the Pacer Benchmark Industrial...

With the Federal Reserve pledging to buy billions of dollars worth of investment-grade corporate...

With any ETF, structure matters, and that’s particularly true for advisors and investors...

Once believed to be a refuge from volatility equity markets, the fixed income space is enduring...

One of the primary reasons investors embrace municipal bonds and the related ETFs is the asset...

The corporate bond market is being pinched by the coronavirus pandemic and recession fears. Some...

Trend following has its supporters and its critics. One way to allay the naysayers is to prove...

With the Federal Reserve having pared interest rates to near zero, concerns are mounting about...

Dividend stocks and ETFs are important sources of income and long-term total returns, facts that...

The utilities sector and ETFs, such as the Utilities Select Sector SPDR (XLU A), haven’t lived up...

Investors looking for yield and assets that usually aren’t highly correlated to traditional...

With news that the upcoming blockbuster No Time To Die has been delayed to November due to the...

Investors in retirement often look to steady income streams with low risk and municipal bonds and...

Historically, dividend stocks have been durable and less bad during market swoons. While the...

Mid- and small-cap stocks are often glossed over in favor of large caps by investors seeking...

With low volatility strategies receiving renewed attention thanks to the novel coronavirus...