Retirement

Betting on Forward Implied Yields

An astonishing number of bankers (rookies and veterans alike) express the view that the forward implied yield is just another generally inaccurate method of predicting future interest rates. Those who dismiss “forward implied yield” by citing its statistical inaccuracy for predicting the future of interest rates miss the most important point. The forward implied yield provides those Read More

By |2020-05-27T18:01:16-05:00April 13th, 2012|Comments Off on Betting on Forward Implied Yields

Retirement Is Key to Advising Affluent

Much has been written about the opportunity for banks to advise affluent customers on retirement planning. Indeed, Mercatus has seen the importance of retirement as a financial priority hold steady year after year in our consumer surveys. Banks as a category have made significant gains in 401(k) rollover and retirement-driven share of wallet capture and have performed Read More

By |2020-05-27T18:01:31-05:00May 31st, 2011|Comments Off on Retirement Is Key to Advising Affluent