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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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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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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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At The Money: How to Spend Your Money in Retirement

The Big Picture

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult.

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Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

Nerd's Eye View

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. Still others, including adherents of the Financial Independence Retire Early (FIRE) movement, may hope to retire even sooner.

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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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