Added on February 2014 in Other Ideas
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Summary: A new survey from MFS has found that the younger generation’s definition of long-term investing is quite short, and that these "recession babies" invest more conservatively than even their grandparents.
Added on February 2014 in Other Ideas
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Summary: Two recent studies by the Employee Benefit Research Institute show how baby boomers and Gen Xers are faring in their retirement readiness (much better thanks to the housing and financial markets), while another shows that those already in retirement are taking “small” withdrawals from their IRAs.
Added on February 2014 in Other Ideas
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Summary: In the anguished debate over the value of a college education vs. high costs and declining opportunities, a new Pew Research Center study weighs in resoundingly on the side of higher education.
Added on February 2014 in Other Ideas
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Summary: What separates high-performing RIA firms from their competition? One factor: a pragmatic approach to technology, according to the 2013 Fidelity RIA Benchmarking Study. The annual study aims to tease out the drivers of RIA outperformance, separating the top quartile of RIAs, which it calls high-performing firms, from the rest. The top firms saw 1.5 times the growth, 1.3 times the profitability and 1.5 times the productivity of other firms in 2013.
Added on February 2014 in Other Ideas
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Summary: Seventy-eight percent of Gen X and 93 percent of "Silent Generation" women said they would stay with their financial advisor if they became widowed, a Russell Investments study found. The survey of over 900 women who are working with advisors focused on women in Gen X (ages 32 to 47) and the Silent Generation (ages 67 to 80).
