Beyond Bulls & Bears

Don’t Forget About Your Other Retirement Plan
Education

Don’t Forget About Your Other Retirement Plan

As headlines revolve around the impact of the coronavirus and the costs of government spending packages to keep the economy afloat, the state of Social Security is one thing we can find at least some assurance in, says Gail Buckner, our personal retirement and financial planning strategist. She takes a look at the latest Social Security Trustees’ Report, released on April 22.

PODCAST: Impact of CARES Act on the US Retirement System
Education

PODCAST: Impact of CARES Act on the US Retirement System

Our Drew Carrington speaks with Michael Hadley, a partner at the Washington DC law firm Davis and Harman, about the possible retirement implications of the CARES Act.

Getting Comfortable with ETF Liquidity
LibertyShares

Getting Comfortable with ETF Liquidity

Many people put a lot of thought into the purchase of an asset—whether it’s a car, an investment vehicle or even a more mundane item—but might not think as much about what happens when they don’t want it anymore. David Mann, our Head of Capital Markets, Global Exchange-Traded Funds, draws some parallels between buying and selling an ETF and one of those mundane items: a mattress.

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios
Education

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios

Mike O’Brien, Workplace Solutions Marketing Director, RA & Solutions Marketing, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to talk about the changing value of financial advisors over the next decade. They discuss and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.

SECURE Act Passage Heightens Retirement Security
Education

SECURE Act Passage Heightens Retirement Security

A sweeping piece of legislation affecting how individuals save and invest for their retirement, known as the “SECURE Act,” has recently been signed into law. Our investment professionals talk about the implications of the Act, and how it can enhance the retirement security of millions of Americans. And, they outline some changes in the legislation that also affect college savings plans.

Measuring and Quantifying ETF Liquidity
LibertyShares

Measuring and Quantifying ETF Liquidity

Liquidity is something most investors say they want, but they often aren’t exactly sure how to quantify or measure it. Our David Mann and Megan Rust address the subject when it comes to exchange-traded funds (ETFs).

PODCAST: Health Savings Accounts: How They Work and Are They Right for You
Education

PODCAST: Health Savings Accounts: How They Work and Are They Right for You

Many individuals may not realize how health savings accounts (HSAs) work, and how they can be powerful savings tools, even into retirement. Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, in our latest Talking Markets podcast to discuss the ins and outs of HSAs.

PODCAST: An Update on US Retirement Legislation
Perspectives

PODCAST: An Update on US Retirement Legislation

There have been some notable developments in the legislative and regulatory landscape in recent months when it comes to retirement issues. In our latest “Talking Markets” podcast, our Drew Carrington, Head of Institutional Defined Contribution at Franklin Templeton, and Michael Hadley, a partner with law firm Davis and Harman, discuss the passage of what’s known as the “SECURE” Act in particular, and the implications for the US retirement system.

Financial Wellness: Are College Costs Impacting Your Retirement?
Education

Financial Wellness: Are College Costs Impacting Your Retirement?

Recent statistics on student loan debt have found some rather alarming trends. Not only are many parents prioritizing the financing of college for their children over their own retirement, but some are still paying off their own student debt—even into their 60s. Franklin Templeton’s Mike O’Brien, Roger Michaud and Drew Carrington recently sat down to discuss the intersection of college and retirement savings goals, and how employers are actually offering some solutions to help manage both.

Many Americans Unprepared for the Cost of Health Care in Retirement
Education

Many Americans Unprepared for the Cost of Health Care in Retirement

The rising cost of health care has been a political hot button issue for years, and Franklin Templeton’s 2019 “Retirement Income Strategies and Expectations (RISE)” survey revealed it remains a top concern today. Franklin Templeton Defined Contribution Head of Strategic Accounts Kevin Murphy and Michael Doshier, vice president, Retirement Marketing, offer some highlights from the survey and stress the importance of saving enough to meet future health care needs in retirement.

Changes in Technology, Regulation and Accessibility Drive Rise in Use of Collective Investment Trusts
Education

Changes in Technology, Regulation and Accessibility Drive Rise in Use of Collective Investment Trusts

Collective Investment Trusts (CITs) have been gaining momentum in the retirement space, and for good reason. Jason Colarossi, vice president, national retirement strategist of Franklin Templeton's Defined Contribution Division, outlines what CITs are and how they have evolved. He also discusses the different types of strategies and the growth we have seen with this investment vehicle recently.

The Gift that Keeps on Giving
Education

The Gift that Keeps on Giving

The holiday season is approaching, and with it, the busiest time of the year for shoppers as they search for the perfect gifts for their loved ones. But instead of purchasing the latest toy or electronic gadget for your children or grandchildren, what about giving them the gift of a more secure future? Roger Michaud, senior vice president and director of sales for Franklin Templeton’s 529 College Savings Plan, discusses how crowdfunding can help finance a college education—a gift that can keep giving for a lifetime.