Posted April 27, 2018
Analysis: What’s in a Number? 10-Year Yield Hits 3%
Analysis: What’s in a Number? 10-Year Yield Hits 3%

Tom Wald, CIO, Transamerica Asset Management Inc. On April 25, the 10-year U.S. Treasury Yield closed at 3.03%, its highest yield since ... More

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Posted Friday
A New Look at Some Old Financial Rules
A New Look at Some Old Financial Rules

Why It Matters: Generally accepted financial rules can provide a foundation for clients as they invest for retirement. Different rates ... More

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Posted April 20, 2018
What the Average Joe Is Saving
What the Average Joe Is Saving

Why It Matters: Are your clients on track to have enough money to fund a 20-year retirement? Many Americans have little or no savings. ... More

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Posted April 20, 2018
Are Your Clients Ready for the Gig Economy?
Are Your Clients Ready for the Gig Economy?

Why It Matters: The freelance workforce is predicted to increase to 43% by 2020. Benefits of freelancing go beyond working from home. ... More

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Posted April 5, 2018
Social Security to America: Save Your Pennies!
Social Security to America: Save Your Pennies!

Social Security is a great retirement benefit, but it’s possible your clients may be counting on that monthly check a little too much — ... More

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Posted March 30, 2018
HSA Expenses: What’s Covered Might Surprise Clients
HSA Expenses: What’s Covered Might Surprise Clients

Why It Matters: More employers are moving to high-deductible health plans (HDHPs). For clients with HDHPs, a health savings account can ... More

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