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Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Regulatory Education
Presentation: Top DC Trends and Developments 4Q21
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Recap of 4Q21 highlights, insights about the plan participant retirement readiness, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Macroeconomic & Geopolitical
What Is SWIFT and Why Does It Matter?
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What is SWIFT, why is cutting off Russia from the system considered the financial “nuclear option,” and what are the potential outcomes of this action
Macroeconomic & Geopolitical
Why Is Everyone in Washington Talking About Jerome Powell?
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Is the chorus loud enough yet for President Biden to dump Powell in favor of another nominee? Let’s take a look.
Client Experience
[Infographic] - Importance of Avoiding Big Losses
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Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Macroeconomic & Geopolitical
Analyzing ESG Factors for Risk and Opportunity
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Portfolio Managers Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.