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Sue Stevens

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  1. Key Tools for a Tough Retirement Environment

    Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal rates, and Social Security in today's retirement portfolios.

  2. Tackling the Retirement-Income Challenge

    Premium Member Video: Financial experts John Ameriks, Sue Stevens , and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz.

  3. More on Plans for Retiring Entrepreneurs

    Two weeks ago my colleague Sue Stevens gave an overview of tax-sheltered retirement plans for entrepreneurs. In this follow-up piece, I'd like to dig a bit deeper into some of the options available, point you toward institutions that can handle the more complex plans, and discuss investing your ...

  4. What to Do If You're Light on Stocks

    Dollar-cost averaging is often the prescription for investors who need to increase their equity exposure, but the devil is in the details.

  5. Smoother Sailing in Washington?

    Get your financial plan off to a solid start.

  6. Reasons for Optimism

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  7. What Should You Do With Your TIPS?

    With yields up and inflation tame, is this asset class still a must-own?

  8. How to Handle Your TIPS Positions

    Five takeaways for this asset class as yields inch up and global tensions rise.

  9. Reconsider Your Decision to Skip the Health Savings Account

    Here's why higher-income earners, especially, should give this savings vehicle a second look.

  10. Should You Count Social Security as a Bond?

    The right answer depends a lot on the retiree's risk capacity as well as risk preferences.


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