Section
Retirement
29 posts
Retirement income planning: Why framing matters more than math
Janus Henderson’s 2025 Investor Survey shed light on how framing can influence investor behaviors. Wealth Strategist Ben Rizzuto explains how to align these behavioral preferences with strategies that can enhance clients’ retirement confidence.
Gen X at a Crossroads: Allianz Finds Inflation and Market Jitters Casting a Long Shadow on Retirement
Gen X—the group now in their late 40s and 50s—should be hitting their stride when it comes to…
Chart to Watch: Volatility causing clients to question their retirement income plans
by Ben Rizzuto, CFP®, CRPS®, CPWA®, Director, Wealth Strategist, Janus Henderson Understanding how market volatility impacts investor behavior…
Investor Survey: Exploring the psychology of retirement income planning
Matt Sommer, Head of Specialist Consulting Group, discusses how the findings from Janus Henderson’s latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
The Fear of Running Out of Money
by Ninepoint Partners The timing of drawdowns matter to a portfolio. They matter a lot. 'Sequence of investment…
2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism
Listen on The Move In this episode we welcome Peter Bowen and Michelle Munro from Fidelity Investments Canada,…
Introducing the 2023 Fidelity Retirement Report: The Advantage of Advance Planning for Canadians Amid Inflation and Uncertainty
Despite the increased cost of living and the impact of market volatility, Canadians are maintaining an optimistic outlook…
The Retirement Savings Gap – Are Canadian Retirees at Risk?
Are Canadians’ retirement plans in a state of crisis? Given rising interest rates, inflation and extreme market volatility, many Canadian retirees may find themselves running out of money prematurely. This "retirement income gap" could mean the difference between thriving and just surviving in their golden years.
To spend or not to spend?
by Blackrock Investment Institute 20 years into retirement, most retirees have spent only 20% of their savings. We…
The retirement crisis: Meeting longevity risk head on
The risk of outliving one’s assets, also known as longevity risk, is an important concern for investors about to enter retirement. Running out of money prematurely can be the difference between thriving and just surviving in your golden years.
Solving the "Nastiest, Hardest Problem in Finance"
Listen on The Move Barry Gordon, Head of Canadian Retail Asset Management, Guardian Capital LP, and Dr. Moshe…
The Decline of Demographics
by Ryan James Boyle, and Vaibhav Tandon, Senior Economists, Northern Trust Populations are aging, and the economic consequences…
27 New Ways to Optimize Retirement, Income & Longevity with David Blanchett and Michael Finke, Ph.D.
Listen on The Move David Blanchett, Head of Retirement Research at $1.5-trillion AUM, PGIM (Prudential) and Dr. Michael…
The value of personalized retirement solutions in times of uncertainty
by Kevin Knowles, Russell Investments When it comes to retirement, timing shouldn’t have to be everything. Unfortunately, when…
Retirees: The Importance Of “Sequence Of Return Risk”
by John Coumarianos, Analyst, Clarity Financial Do stocks get less risky the longer you own them? Most financial…