Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
A select group of equity factors — value, small size, momentum, low volatility, dividend yield, and quality — has been the primary source of equity outperformance over the broad equity market for five decades. That should be exciting for investors, but the natural questions that follow are how and why? In fact, equity factors developed as a way to question the cornerstone beliefs behind passive investing.
Historically, style factors have been shown to deliver superior risk-adjusted returns to passive capitalization weighted indexes and more persistent performance than traditional active management, making them a compelling alternative for investors.
This Institutional Investor article highlights how the portfolio implementation of factors determines whether you are able to reap the benefits.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
Access the latest thinking from T. Rowe Price's Asset Allocation Committee, comprised of some of our most senior investment professionals, so you have more actionable conversations with clients and gain insight into what’s resonating with other intermediaries.
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
The demands placed on the health care system and the need for long-term care options continue to rise. The question of whether Americans have adequately prepared for their future health and long-term care needs will be answered in the coming years as a wave of baby boomers retire.
Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.
Women have made incredible strides, both professionally and personally, in the last half-century. Despite the professional and financial successes that women in the workplace have earned in recent generations, they are still facing personal issues and unresolved challenges.
People are living longer than ever before. However, while advances in medicine, health, nutrition and fitness have extended the lifespan of Americans, the number of years they spend in retirement has not changed much over the last generation because they are also working longer.