Articles for Financial Advisors

Fidelity: Indexing vs. Active Management

Fidelity: Indexing vs. Active Management

1.Fidelity:  Indexing  vs.  Active  Management

A 2013 survey by Richard Day Research of 648 couples shows that many couples approaching retirement have not reached agreement on a number of key issues.

 

2013 Survey of Couples Approaching Retirement

 

Issue

% of Couples

Disagree on whether a detailed plan has been completed

73%

Don’t agree on their expected retirement dates

62%

Don’t agree if they will continue to work later in life

47%

Make investment decisions about retirement together

41%

Don’t agree or don’t know where they will live when retired

33%

Confident either spouse can handle retirement finances

17%

 

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