Issue Briefs
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The brief’s key findings are: Introduction Market risk is a crucial consideration for people relying on financial assets as a major source of support in retirement. Retirement investors often have misperceptions about asset returns and limited knowledge about financial markets, potentially jeopardizing their long-term security. The role of financial advisors is to guide investors through their asset…
To fix Social Security’s finances, broad support exists for increased revenue to be at least part of the solution. This study focuses on one way to expand the payroll tax base: including the value of employer-sponsored health. The results suggest adding ESI…
