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Some investors may not have realised that "reinsurance has a self-healing mechanism" causing them to miss out on the record year of returns in 2023,
A surging stock market pushed many retirement account balances to new highs at the end of last year. But these higher balances are a mixed blessing for those already in retirement.
Nearly 1 in 3 investors are comfortable implementing financial advice from a generative AI program without verifying it first, a CFP Board poll found.
There are seven main challenges to retirement plans, according to Advisor Perspective's Larry Swedroe. Read the list here to learn more.
Starting valuations are the most reliable predictor of equity returns. But they are far from reliable, and investors use forecasting cautiously.