Are you ready to say goodbye to working full-time? You’re not alone. Since COVID-19 began, the retirement rate of Baby Boomers has accelerated significantly. Specifcally, nearly 29 million boomers ...

The right data can help employers offer the right investment solutions to help employees reach their retirement goals. Data informs nearly every decision an employer makes. Yet, one employer decision ...

A subscriber asked me to put together a sample retirement portfolio. I put together a 30-stock portfolio with a 4.63% yield. This portfolio yields twice as much as my own; this was a fun project to ...

Few portfolios on Seeking Alpha are designed for those near retirement. The goal of this portfolio is to provide a sample retirement portfolio for someone with $1 million. This portfolio will provide ...