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Retirement & Estate Planning

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

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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Jul 12, 2018 Research Alliance The High Stakes of QDIA Selection—American Century Investments

Target-date funds are the most popular qualified default investment alternative used in retirement plans, and it’s important to evaluate not only performance—but also risk profiles.

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May 04, 2018 Research Alliance Investing for the Next Generation of Income—Wells Fargo Asset Management

As investing for income evolves in the future, so do its risk trade-offs. Dr. Brian Jacobsen provides insights in this second part of a three-part series for income seekers.

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Mar 15, 2018 Research Alliance How Not to Run Out of Money in Retirement—Wells Fargo Asset Management

WFAM's Fredrik Axsater highlights new research from Gallup exploring investor attitudes on retirement.

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Feb 05, 2018 Research Alliance Reducing Risk for Retirement Investors—American Century Investments

The Multi-Asset Strategies team reviews its intermediate-term outlook for stocks, warranting caution for investors nearing or in retirement.

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Jan 30, 2018 Research Alliance Longevity Solutions: Combining Different Types of Assets—Wells Fargo Asset Management

Find out how different types of assets, combined in new ways, may address longevity risks more completely.

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Dec 22, 2017 Research Alliance Positioning Philanthropy with Clients—Wells Fargo Asset Management

Helping your clients learn how they can help others with a program of philanthropy.

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Nov 29, 2017 Research Alliance Beyond Glide Paths: Factors and Target Date Funds—Wells Fargo Asset Management

A glide path is an imprecise way to compare a target date fund’s structure.

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Nov 03, 2017 Research Alliance Factor-Based Equity Strategies for Retirement Investing—Wells Fargo Asset Management

One way investors potentially can manage longevity risk is by using factor-based equity strategies in their retirement portfolios.

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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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