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When it comes to investing, many people think regionally, according to research compiled by Openfolio. Investors on the West Coast are 20 percent more likely to own technology stocks like Apple and Facebook, while those in...
After Jeremy Grantham’s “creeping to bubble land” keynote that kicked off Morningstar’s annual investment conference, JP Morgan Asset Management’s David Kelly was, relatively speaking, optimistic...
Demand for income continues to rise, not only in the U.S. but globally, and there are a growing number of investors who are prepared to underwrite risk in order to get a higher rate of returns, said senior leaders at PIMCO...
Forty seven percent of attendees at this week's Morningstar Investment Conference in Chicago are RIAs; 27 percent are registered reps.; and 10 percent are dually licensed, according to research on conference attendees provided by Meridian-IQ.
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Annuities initially were developed by insurance companies to help protect people from outliving their money in retirement. As annuities have evolved, however, they’ve also been proven to be useful in addressing a number of other retirement...