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Research shows affluent retirees underspend. And it's not a lack of money, but rather a lack of confidence in their plan and investment approach entering into retirement. Learn how our Asset-Liability Matching Investment Approach helps you spend with confidence today while still maintaining peace about the future.
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Should a US investor hold international stocks? Are there unique risks that international stocks hedge that US stocks alone cannot? This article provides historical context and practical considerations around these questions to help you make more informed decisions as you consider the role of international stocks in your investment portfolio.
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As a high-income household nearing or in retirement, should you leverage guaranteed income with an annuity to recreate your paycheck? This guide compares the pros and cons of immediate annuities with a diversified investment portfolio, contrasting longevity, various forms of risk, tax efficiency, and flexibility in retirement.
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