Ginger Szala, ThinkAdvisor

Ginger Szala

ThinkAdvisor

Chicago, IL, United States

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Recent:
  • Unknown
Past:
  • ThinkAdvisor

Past articles by Ginger:

Large Cap Equity Manager of 2022: Alley Company

The portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet. → Read More

Sustainable & Overall Asset Manager of 2022: Schroders

The Hartford-Schroders International Stock Fund had returns of 11.4% in 2021, outpacing the benchmark by 3.6%. → Read More

How Do Rising Bond Yields Affect Retirees? Morningstar's Benz

Retirees should do an audit of their bond holdings in a rising rate environment, the personal finance director says. → Read More

Specialty Manager of 2022: Lazard

Three key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom. → Read More

Liquid Alternatives Manager of 2022: Capital Wealth Planning

Typically, covered calls are written on 30% to 60% of stocks in the portfolio, says manager Kevin Simpson. → Read More

Meet the 2022 Asset Manager of the Year Winners

The top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors. → Read More

Most Retirement Savers Held Fast in Q1: ICI

A cross section of record-keeping data showed a large majority didn't change their participation in plans. → Read More

Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in May

CPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May. → Read More

4 Ideas for Boosting Social Security, Medicare Solvency

On a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts. → Read More

Social Security Trust Fund Report: OASI & DI Gain, Medicare Insolvency Looms

Chief Actuary Steve Goss dug into the numbers, including inflation's impact on next year's COLA. → Read More

Fintech solutions provider Envestnet to buy 401kplans.com

The move will help streamline retirement plan distribution among advisors and third-party administrators. → Read More

How to Help Retirees Avoid Tax Traps in Social Security, Capital Gains

Joe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities. → Read More

5 Low-Risk Ways to Invest Cash: Morningstar's Benz

Yield, guarantees and liquidity are the most important considerations for short-term investments, Christine Benz writes. → Read More

What Happened to Bill Gross? Author Details Bond King's Rise and Fall

Things went “off the rails” for the famed bond investor after Pimco CEO Mohamed El-Erian resigned, Mary Childs said at Morningstar. → Read More

Retirement Pros Take On Inflation, 4% Rule at Morningstar

Christine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market. → Read More

How Much Will Health Care Cost in Retirement? Most Americans Have No Idea, Fidelity Finds

Fidelity's annual study found widespread misconceptions about Medicare, HSAs and how much retirees can expect to pay for care. → Read More

Annuity Types and Basics Every Advisor Should Know: A Cheat Sheet

Annuities are a basic concept: A lump sum provides steady monthly payments. But then it gets complicated. → Read More

Meet the 2022 Asset Managers of the Year

This year's winners were selected from thousands of managers on the Envestnet platform by Envestnet | PMC and ThinkAdvisor. → Read More

2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in April

The average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League. → Read More

How to Reinvest ‘Excess’ RMDs

Older clients must take their entire RMD, but that doesn't mean they have to spend it all. → Read More