Should RIAs buy gold now as a hedge?

The gold bugs have been having an absolute field days – for months. But just because gold is going up doesn’t mean they’re necessarily right, or wrong. Here are some thoughts served cold about the precious metal that can help an advisor to think about it constructively as a potential investment. Read More…

A Strategy for a Lifetime of Income

To win the battle for income that lasts a lifetime, a growing number of financial advisers and retirees have decided to divide and conquer. Their approach: Split portfolios into separate “buckets” designed to generate income for specific segments of retirement. Read More…

What plunging equity prices say about bonds as a hedge for stocks

When we feel sick, we seek modern medicine’s most sophisticated drugs. When we feel financially ill, we want sophisticated hedging techniques. But a balanced diet solves most physical ills and a balanced portfolio does the same for long-term financial well-being. Here’s an article that reminds intelligently of exactly what that means in light of the recent days of investing trauma. Read More…