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Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Alternative Investments
Understanding Gold: An Expensive Insurance Policy?
One of the most significant investment winners year-to-date in 2020 has been gold. What is behind the sudden interest in the yellow metal? We look at the history of gold as an investment and what may have been driving the rise in the price of gold in 2020.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Alternative Investments
The Case for Liquid Alternatives, Especially Now
This piece is approved to use with clients.
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.