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Retirement

Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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retirement service providers

Know When It’s Time to Switch Your Retirement Plan Service Provider

Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […]

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401k lawsuit

4 Steps All Companies Should Take to Protect Themselves from a 401(k) lawsuit 

401(k) lawsuits are on the rise. Take these four important steps to ensure retirement plan options are transparent and reasonable.

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retirement account fees

Not Knowing Your Retirement Account’s Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 2

There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.

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Equity Crowdfunding

What Investors Need to Know about Equity Crowdfunding: Part 1

Equity crowdfunding has changed in notable ways since its introduction in 2012, and is now primed to revolutionize how we finance companies and investments.

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Equity Investing for Retirement

6 Ways Private Equity Can Play a Role in Retirement Plans

In John Drachman’s latest article, he explores six ways private equity can be a terrific component of a savvy investor’s retirement plans.

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best states to retire

The Top 5 Best States to Retire To (and How to Retire There Soon)

What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […]

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