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Client Experience
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
This piece is approved to use with clients.
Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.
Client Experience
Market Downturn: Progress Report
This piece is approved to use with clients.
With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Fixed Income Insights
May 2020 Fixed Income Market Update
This piece is approved to use with clients.
In our view, the markets feel much healthier at the end of April than a month ago, but underappreciated in the improved sentiment is not only the scale of March policy action, but its continuation into April. Actions announced in April would ordinarily have remained in headlines and discussion for weeks, but the nearly half trillion dollar U.S. fiscal stimulus package has been treated almost as a footnote to its much larger cousin in March. Similarly, Fed and other central banks not only continued to implement the massive programs initiated last month, but significantly expanded on them.
Fixed Income Insights
Municipal Yields Have Converged
This piece is approved to use with clients.
Over the past several weeks, yields between short- and intermediate-term Municipal Bonds have converged. This may be an opportunity for investors to significantly reduce interest rate risk while sacrificing minimal income since shorter-term bonds typically have less sensitivity to rates.
Client Experience
Webinar Replay: Key Messages for Client Review Meetings
In volatile times, client review meetings can be quite unpredictable. Whether your clients are anxious or excited, we provide key behavioral and investment insights that can help frame your client check-ins.
Fixed Income Insights
Neither bulls nor bears last forever
This piece is approved to use with clients.
While bull markets don’t last forever, neither do bear markets. Since 1928, the strength and duration of S&P 500® bull markets has meaningfully outweighed that of bear markets.
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Fixed Income Insights
Did the Fed just go Minority Report?
We believe the Fed is taking a risk — one we hope works — in shifting from reactive to preemptive monetary policy. It was not that long ago that the Fed was more forthright about the uncertainty inherent in economic forecasting as Chairman Powell used the analogy of walking into a dark room and slowing down to avoid furniture as an analogy for the Fed’s situation. Today, they seem more certain that they know the future and aim to alter it.
Client Experience
Becoming a local thought leader with educational workshops
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.