Better 529 plan selection could boost earnings by 9% on assets intended for kids’ education, report Wharton School researchers James J. Li, Olivia S. Mitchell, and Christina Zhu, via Retire Secure Blog.…Read More
Lifetime income & education levels should inform key financial decisions in retirement, including when to claim social security and how to invest, report Wharton researcher Olivia S. Mitchell, with Goethe University Frankfurt scholars Vanya Horneff and Raimond Maurer. Via InsuranceNewsNet. …Read More
Though Robinhood’s 1% IRA match an attractive idea, without access to mutual funds, investing options could be confusing for many, suggests Prof. Olivia S. Mitchell of the Wharton School via TheStreet. …Read More
Is ESG investing in violation of or consistent with fiduciary duties? State-imposed political demands prove problematic for pension plan fiduciaries explains Professor Olivia S. Mitchell of the Wharton School via Pandionline.com (Registration required)…Read More
Requiring high school financial education affects near-term behaviors for young adults entering financial independence yet has little effect on long-term savings and investing, explain Profs. Carly Urban of Montana State University and Melody Harvey of University of Wisconsin-Madison, via RetireSecure Blog.…Read More
Retirement plan sponsors can identify ESG investments to align with client goals and achieve long-term financial performance goals using improved data and analytics, along with value and impact objectives, explains Linda-Eling Lee of MSCI via RetireSecure blog.…Read More
Retirement plans that integrate financial asset management, deferred annuities, and reverse mortgages can provide more spendable funds over a retiree’s lifespan, according to Jack Guttentag on the RetireSecure blog.…Read More
If pension funds are to incorporate ESG principles in their investment decisions, they must consider several risks and challenges. Wharton Prof. Olivia S. Mitchell and Shankar Parameshwaran provide takeaways from the PRC 2021 Symposium.…Read More
Environmental, social, and governance (ESG) considerations in institutional investing have evolved over the past decades. Wharton Prof. Olivia S. Mitchell and Shankar Parameshwaran look at the ESG topics raised at the recent PRC Symposium.…Read More
Andrew Yang says boosting financial literacy requires giving people money to invest. But Profs. Olivia S. Mitchell of Wharton and Annamaria Lusardi of George Washington University say young people need more than just playing a ‘stock market game’ (see their study). Via Yahoo News.…Read More
