Investing for Retirement Income: Part 3 — Total-Return Investing  

Created: March 15, 2016

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Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explored the same for high-yield bonds. This Part 3 explains how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

Investing for Retirement Income: Part 2 — High-Yield Bonds  

Created: March 6, 2016

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Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explores the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

Investing for Retirement Income: Part 1 – Dividend-Yielding Stocks  

Created: February 25, 2016

Categories: , , , , , ,

Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covers the disadvantages of using dividend-yielding stocks for this role. Part 2 will explore the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

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