Wealth Management
Top stories summarized by our editors
11/22/2017

Publicly registered nontraded real estate investment trust Griffin-American Healthcare REIT III has reported $4.5 million in net income for the third quarter. Funds from operations totaled $27.7 million during the quarter, which equals about 137% of year-over-year growth from the third quarter of 2016.

11/22/2017

Net-leased dollar stores continue to provide "among the safest and best bets in retail," said Barry Wolfe of Marcus & Millichap. Dollar store net-lease properties tend to provide higher yields than other net-lease assets, according to the Boulder Group.

11/22/2017

Los Angeles-based CIM Group, with about $18.1 billion of assets under management, will buy Cole Capital, a nonlisted real estate investment trust with more than $7.6 billion of assets, from Phoenix-based VEREIT.

11/22/2017

Two financial tools people saving for retirement can employ to guard against the effects of inflation are annuities and Treasury inflation-protected securities, writes columnist Rebecca Lake. She also looks at how to mitigate heath care costs and tax burdens in retirement.

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Rebecca Lake
11/22/2017

In a recent presentation to Wall Street analysts and investors, Lincoln Financial explained what it is doing to expand the market share of its annuity business. Will Fuller, president of Lincoln's annuity solutions unit, said the company is offering a variety of variable annuities for fee-compensated advisers and introduced new fixed-indexed annuities tailored to the requirements of broker-dealers and banks.

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Lincoln Financial, Will Fuller
11/22/2017

A recent survey of 1,000 advisors conducted by Eaton Vance Management showed 69% expect stock market volatility to increase in the next six months, but only 21% said they were nervous about it, compared with 46% who expressed nervousness three months ago. Millennial advisors are more confident on the economic outlook than their older peers and also more likely to describe their clients as equally confident, the survey found.

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Eaton Vance, stock market
11/22/2017

The Milken Institute Center for the Future of Aging recently released its latest "Best Cities for Successful Aging" report, which focuses on smaller metropolitan areas with the potential for enjoying an active retirement lifestyle. Iowa City, Iowa, topped the list.

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Milken Institute Center
11/22/2017

Economics professor and financial-planning expert Laurence Kotlikoff answers questions concerning Social Security spousal benefits. These include questions about withdrawal strategies and the ability to switch between spousal benefits and retirement benefits.

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Forbes
11/21/2017

Jeffrey Phillips of Rehmann Financial writes that advisors should encourage their clients to formulate a plan to respond to a financial disaster. He discusses how to help clients put a plan in place and suggests revisiting it at least once a year.

11/21/2017

Investors have put $2 billion-plus to work pursuing strategies to reduce the gender gap in pay and leadership positions, a practice known as "gender lens" investing.