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Retirement & Estate Planning

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Apr 16, 2019 Research Alliance Global Markets and a New Way of Financial Planning—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Steve Cordasco, CEO of Cordasco Financial Network, and Srinivas Thiruvadanthai, director of research for the Jerome Levy Forecasting Center.

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Nov 16, 2018 Research Alliance Retirement Insights—American Century Investments

Advisors and plan sponsors have the power to help employees start earlier and save more for retirement. How? With effective plan features that investors of all ages say they want and need from an employer’s retirement plan. That’s one key finding from our latest research that can help retirement advisors in their practices. Let’s explore others.

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Feb 13, 2017 Research Alliance All in the Family

MainStay Investments: From the walk down the aisle, to the pitter-patter of little feet, you need a financial plan that’s right for you. We can help you get started and stay invested, so you can enjoy your changing family—and not worry as much about what the future might hold.

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Jan 12, 2017 Research Alliance Using Technology to Not Retire

Hartford Funds: Increase your value by showing clients how to stay relevant in the labor force when they're not ready to leave.

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Oct 24, 2016 Research Alliance Client Conversations: A High-Tech Tomorrow Today

Hartford Funds: The power of the smartphone will change the way you'll live the next stage of life.

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