TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.
Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.
Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.