Over 70 million Americans receive Social Security benefits, according to the Social Security Administration (SSA). And 67% of retirees rely on their Social Security checks for more than 50% of their ...

New ETF Series to apply a systematic ‘dividend rotation’ strategy enabling investors to capture total return without taxable income distributions. “This is exactly the kind of real-world challenge our ...

Social Security faces a fundamental problem that millions of Americans will soon confront directly. The program’s retirement trust fund is projected to deplete by late 2032, just seven years away, ...

The third quarter of 2025 marked an important turning point for the Federal Reserve and the broader fixed income landscape. The 10-year Treasury yield, which peaked near 4.8% in January, fell steadily ...

For millions of retired Americans, Social Security provides a vital financial safety net each year. However, with the average monthly Social Security benefit currently around $2,000, it often falls ...

Mortgage-Backed Securities (MBS) have become the most attractive they've been relative to corporate bonds since the Global Financial Crisis. Widening spreads, Fed rate cuts, and increased demand from ...

New ETF Series to apply a systematic ‘dividend rotation’ strategy enabling investors to capture total return without taxable income distributions. F/m Investments (“F/m”), an $18 billion investment ...

Social Security benefits are guaranteed for life. Annuities provide lifetime income payments in exchange for a lump sum or periodic payments to an insurance company. Fixed annuities combined with ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Retirement means shifting from accumulating wealth to ...