INSURASALES

Tag: portfolio management

Key Retirement Planning Insights: Crypto Allocation, Target Date Funds, and Medicare Premiums

Explore expert insights on retirement planning with crypto allocations, target date fund strategies, and managing rising Medicare Part B premiums for optimal retirement outcomes.

U.S. Life Insurers Shift to Residential Mortgages in Investment Portfolios

U.S. life insurers are increasing investments in residential mortgages, shifting from commercial loans, impacting portfolio composition, credit quality, and risk metrics.

Morningstar 2025 Report Updates Retirement Safe Withdrawal Rate to 3.7%

Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.