The Healthy Tortoise Economy Will Amble On — David Kelly

Posted by Linda Corman, guest contributor on Mar 26, 2019 6:30:00 AM

Although global growth will slow in the coming year, what is already the longest expansion ever will continue, according to David Kelly, chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Kelly was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

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Topics: retirement, retire

Shifting Client Conversations from Yield to Cash Flow

Posted by Admin on Aug 8, 2018 6:00:00 PM
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks. But yield, of course, is only one form of income, and it should not be the sole focus of a retirement income strategy.   We found that investors looking for...
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Topics: investments, economy, wealth, retirement, retire

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