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Human Capital
Turning Stress Awareness into Action
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Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.
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.
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
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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.
Retirement
The Not-So-Easy Steps to Investing Success
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While investors will always be looking for ways to time the markets, there are no shortcuts to investing success. Retirement Director Ben Rizzuto considers the lessons to be learned from the recent GameStop trading activity and outlines three steps to building a strategic long-term investing plan.
Retirement
Taking Stock of Emergency Savings Account Options
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The events of the past year have reinforced the importance of being financially prepared for unexpected emergencies. Retirement Director Ben Rizzuto discusses some of the options – both inside and outside of retirement plans – that are available for plan sponsors and business owners to help employees build up adequate savings.
Active/Passive Management
Active ETFs Are Here to Stay
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Head of Exchange-Traded Products Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
Advisor Value & Fees
The Value of a Financial Professional
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There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?