We have occasionally highlighted the insights of real estate expert Keith Jurow, who provides a unique perspective on many aspects of the general real estate environment, but mortgages in particular. He has recently produced an outstanding analysis/article on the current...

I happened to catch an AP note titled, "New Mexico Lawmakers Take Stock of Pension Liabilities", and my heart began to flutter, as I thought that FINALLY, a pension system was going to manage their fund through a more transparent...

According to P&I, Avery Dennison Corp will terminate its defined benefit plan. In addition, they will make a $200 million contribution prior to August 15th in order to claim a tax deduction on their 2017 taxes. The U.S. DB plan...

According to a recent study by Irish Life, one of the largest participants in the Irish retirement industry, 90% of Irish workers are not on track with their retirement savings. Boy, if that doesn't sound familiar. Here's the scary part...

The Active versus Passive debate rages on, but the results would suggest that large capitalization active managers are about to lose on a 10-count! According to a SPIVA study of large-cap managers versus the S&P 500 through December 31, 2017,...

A new study released by Georgetown's Center for Retirement Initiatives questions whether defined contribution participants invested in target date funds (TDFs) are being negatively impacted by the the lack of alternatives in these products. We agree with their concerns/conclusion. As...

As the football (soccer for us Americans) world prepares for the World Cup semi-finals, it appears that global equity market participants knew at least some of the teams that would and wouldn't be playing during the next couple of days....

According to a recent analysis from The Senior Citizens League (TSCL), a nonpartisan group that represents the interests of senior citizens, the purchasing power of Social Security dollars has been falling precipitously since 2000. In the " 2018 Social Security...

In a blog post from earlier today we commented that remaining in the workforce is not always the employee's choice. Just how many of our Seniors will actually find part-time work to supplement their retirement benefits? It doesn't look promising,...

It was once the rule that those nearing retirement would be debt-free before moving on to the next phase of their life. Regrettably, times have changed dramatically for later in life workers who now are burdened with student loans, mortgage...