The trend in evolution of total return legislation suggests that safe harbors and procedural limitations are advisable to protect the trustee from liability arising from important new powers. Almost ...

When comparing asset class performance, one common point of confusion for new investors comes from the benchmark used. In virtually every case, the total return will outperform the price return over ...

The long-term return forecast for the Global Market Index held steady in January at 7%-plus while the benchmark’s trailing 10-year shot higher through last month, rising above 10%. In the wake of ...

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors are ...

NEW YORK--(BUSINESS WIRE)--Lazard Global Total Return and Income Fund, Inc. (the "Fund") (NYSE:LGI) is confirming today, as previously authorized by its Board of Directors pursuant to a Managed ...