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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?

Nerd's Eye View

"How much can I spend in retirement?" Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

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DOL Opens Door for Crypto in 401(k)s

Wealth Management

The Department of Labor rescinded its 2022 guidance cautioning against cryptocurrency in 401(k) plans, reaffirming a neutral stance on digital assets in retirement accounts.

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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Ultimately, the key point is that retirement income planning is not just about statistics – it's about helping clients believe in their plan.

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Weekend Reading For Financial Planners (June 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

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Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital

Wealth Management

Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

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Allocating Retirement Assets to Philanthropy

Wealth Management

An often-overlooked tactic in estate planning.

Assets 290