Income and Retirement

The Case for Multifactor Investing

John Hancock presents a framework for identifying factors worth pursuing, structuring portfolios to pursue them, and implementing them in a cost

Deconstructing Dividends: A Closer Look at the Virtues of Dividend-Paying Stocks

Westcore Funds presents compelling evidence as to why small- and mid-cap dividend-paying stocks should be part of a diversified portfolio.

Micro-Cap Investing

Westcore Funds shares insight into how micro-cap stocks, the smallest publicly traded companies, present a unique opportunity for long-term investors.

High Quality Junk Bonds - An Oxymoron or Opportunity?

When high-yield markets are performing well and outsized returns have been achieved within lower rating categories, Westcore Funds explains that investors are often lulled into continuing to take on more risk.

The Challenge of Identifying and Adhering to an Appropriate Level of Portfolio Risk

Fidelity shares how understanding loss aversion may help investors avoid poor investment decisions that often cause a portfolio to fall short of its intended goal.

Sector Mix is Critical to a Stock Portfolio's Outcome

Although sector exposure has been a major driver of returns, Fidelity takes a look at how many investors own highly concentrated positions, reflecting underutilization of sector analysis as a tool in building stock portfolios.

6 Retirement Challenges Americans Face

Individuals and families can’t afford to take a passive approach to retirement savings. Understand the six key challenges that impact Americans’ ability to prepare for retirement, including the fear they’ll run out of retirement savings. Secure your financial future. 

Income IS the outcome

We’re expected to live much longer than our parents and grandparents. That’s great news. Yet, it begs the question, how do we pay for it?

Global Dividend Study

In the first study of its kind, Janus Henderson analyzes dividend trends around the world on a quarterly basis. 

Is your proprietary manager a Trojan Horse?

Janus Henderson believes a single-manager approach may be an antiquated plan design and it is time to consider a more balanced strategy.

Untapped Opportunity with 403(b) Plans

Learn from Janus Henderson retirement experts on the opportunities and trends in the space, and how to apply your 401(k) expertise to the world of 403(b)s.

Avoiding Detours on the Road to Retirement

Janus Henderson reveals how failing to lay the groundwork for a financially secure retirement and making adjustments along the way could turn your retirement dreams into a nightmare.

Get Realistic Then Get Ready: The Countdown to Retirement Is On

To ensure you will have adequate savings and income to fund your retirement, Janus Henderson shares how now is the time to get serious about developing or adjusting your strategy.

Stay Vigilant in Retirement

Janus Henderson reveals how the fact that you have retired does not mean your retirement planning days are over.

Gender Retirement Gap

A cursory view of the US retirement system may appear to be gender neutral; however, TIAA uses data to explain the Gender Retirement Gap and the significant barriers women face.