Browsing Tag
Baby Boomers
76 posts
How Different Generations of Women Respond to Wealth Needs
The preferences also extend to how women engage with financial professionals
A Simple Formula for Retirement with Dignity
Ron Surz says retiring with dignity doesn’t have to be complicated, but many Baby Boomers heavily invested in target-date funds don’t realize they may be putting that dignified retirement at great risk
Gold Glitters as a Hedge Against a Stock Market Crash
Ron Surz says Baby Boomers should not risk their savings at this critical time in their lives
American Century Participant Survey Reveals Looming Disappointment in Target Date Funds
Ron Surz says participants want—and need—TDFs that aren’t risky near the target date
Success of the U-shaped TDF Glidepath
Ron Surz heralds the success of the U-shaped target date fund glidepath
Two Reasons Target Date Funds Should be Safer
Ron Surz lays out his case for why Baby Boomers in TDFs need to move to safety now
Surz: Baby Boomers in TDFs Need to Get Out – NOW
Vanguard’s risk and return expectations for the next decade favor the safety of bonds over the potential growth in stocks
‘Silver Tsunami’ to Bring Wave of Wealth to Children of Boomers
Freddie Mac report finds most Boomers plan to retire in place; leave real estate wealth to kids
What Baby Boomers Need to Know About Target Date Funds, and Why
Ron Surz says excessive risk is the most important TDF characteristic and laments attention given to things that don’t matter
Generations to Experience Wealth Transfer Differently
Escalent's survey breaks down wealth transfer inheritors by generation and analyzes how each will discuss and use their future wealth