NEW YORK, April 24, 2025 /PRNewswire/ -- As retirement planning grows more complex and advisory firms seek scalable, enterprise-wide solutions, OneDigital Financial Services has selected Broadridge Financial Solutions, Inc. (NYSE: BR) to enhance advisor efficiency and support its expanding retirement business. The partnership brings Broadridge's data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital's national platform. Through this implementation, OneDigital's advi ...

Group 1 - The article emphasizes the inevitability of financial obligations alongside medical needs, highlighting the importance of having a reliable source of income through high dividend opportunities [1] - It suggests that creating a portfolio that generates income can save individuals thousands of dollars, making retirement investing less stressful and more straightforward [2] - The Income Method promoted by the company targets a yield of 9-10%, encouraging potential investors to join their group for access to a model portfolio [2]

Core Insights - J.P. Morgan Asset Management released the 13th edition of its annual Guide to Retirement, focusing on key themes such as Social Security, guaranteed income, and long-term investment strategies [1][2] Theme Summaries Theme 1: Savings Goals - Individuals should plan for a longer life expectancy, potentially up to 35 years in retirement, with over half of female non-smokers in excellent health expected to live past age 90 [2] Theme 2: Long-Term Investment - Emotional reactions to market declines can negatively impact portfolios; missing the 10 best market days over the past 20 years would have reduced annualized returns by nearly 50% [3] Theme 3: Social Security Expectations - Delaying Social Security claims until age 70 can increase benefits by 24% compared to claiming at full retirement age, while claiming early at age 62 results in only 70% of the full retirement amount [4] Theme 4: Retirement Income Planning - Households with more guaranteed income sources may feel more comfortable spending in retirement, as they are more likely to spend Social Security pensions and annuities compared to portfolio capital [5] Company Overview - J.P. Morgan Asset Management manages $3.6 trillion in assets as of December 31, 2024, serving a diverse client base including institutions and high net worth individuals [8]

As we approach a new year, investors are questioning the billions spent on AI infrastructure — a main driver of U.S. stock prices in 2025 — and the U.S. economy is facing pricing and unemployment pressures. Despite those potential headwinds, declining interest rates in 2026 could support resilient corporate earnings. Let's explore what experts say about these competing dynamics and their impact on different areas of investment in 2026. Learn more: How to start investing: A step-by-step guide S&P 500 in ...