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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. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.

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Why Advisors Can’t Ignore the Private Markets Revolution

Wealth Management

Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.

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Eight Investment Must Reads for This Week (June 3, 2025)

Wealth Management

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO.

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Empower Launches Private Market Investment Option for 401(k) Savers

Wealth Management

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

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Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

The Chicago Financial Planner

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? I generally consider this a plan for the self-employed.

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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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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)