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Goals/Needs-Based Investing
Helping Clients Act on 2023’s Opportunities – At Any Age
While the principles of good investing haven’t changed, clients’ perceptions and their outlook for 2023 likely have. We believe in preparation, not prediction, when helping investors navigate the wide range of possible outcomes ahead. In the 2023 market outlook from Morningstar Investment Management, you’ll gain perspective on the current financial environment and positive steps to help address financial planning opportunities.
Goals/Needs-Based Investing
The Investors of the Future Are Coming—and Maybe Sooner Than You Think
This piece is approved to use with clients.
Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.
Goals/Needs-Based Investing
Outcome-Based Investing Guide
This piece is approved to use with clients.
When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Goals/Needs-Based Investing
Unlocking your vision for success
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.
Goals/Needs-Based Investing
Sustainable Investing: The New Normal?
This piece is approved to use with clients.
Think of it as investing with a conscience. In these exceptional times, investors are grappling with how they can reach their goals without compromising their values. Portfolio Manager Paul Arnold discusses how sustainable investing aims to generate competitive long-term financial returns as well as positive societal impact.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
This piece is approved to use with clients.
We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Goals/Needs-Based Investing
It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.