Andy and Bob talk with Christopher Jones about how the S 500 works, how it’s
changing and why it may not be the best benchmark for you.
Radio Show Highlights
Social Security strategy
Don’t Chase the Extra 1%
All About the S and P 500
Cruising into retirement
In this week’s show, Andy and Bob talk with Christopher Jones, chief investment officer of Financial Engines, about how the S 500 works, how
it’s changing and why it may not be the best benchmark for you to compare your portfolio against.
Also in this week’s show:
Believe it or not, some retirees are actually living on cruise ships because it’s less expensive than assisted living
facilities! Andy and Bob talk about how to plan now for the retirement you want in the future so you don’t spend your retired years on a cruise ship unless you want
Adam discusses why changing your investment strategy to chase an additional small return is not a sound approach.
Andy and Bob talk with a listener about misinformation she’d received regarding how and when to claim Social Security
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“Investment News 2017 Top RIA” refers to Financial Engines Advisors L.L.C., which, as of May 1, 2017, is #1 out of 1,906 independent investment advisors as measured by assets under management (AUM) according to this methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
*This is a partial listing of Financial Engines’ customers as of December 31, 2016. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.