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Client Life Events
Invested in Connecting Women: How Community Builds Confidence
This piece is approved to use with clients.
In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Client Life Events
Emergency savings: Planning for the unplannable
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The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
Investing Ideas
Investing in Diversity: Analyzing the Investment Risks and Opportunities
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Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective, and key indicators that investors can look out for when analyzing a company’s diverse culture.
Investing Ideas
Technology Fuels Long-Term Growth Prospects for Manufacturing
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Assistant Portfolio Manager David Chung discusses the ongoing recovery in the manufacturing sector and how technological innovation is helping drive longer-term growth in certain industries.
Investing Ideas
Whitepaper: The Case for Active Management within Agency MBS
Investors should consider an allocation to agency MBS because, as an asset class with little to no credit risk, it has historically delivered strong absolute and risk-adjusted returns, with low correlation to equities. MBS have demonstrated their defensive capabilities across a variety of market conditions, making it an attractive asset class in today’s environment. MBS’ favorable liquidity profile combined with its inherent complexity creates alpha opportunities, making it an attractive candidate to potentially add both alpha and diversity in sources of return to an investor’s portfolio.
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.