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Behavioral Finance
[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?
Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.
Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Sustainable Investing
Remember the environmental
This piece is approved to use with clients.
Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Portfolio Construction Insights
In search of tomorrow's winning stocks
This piece is approved to use with clients.
The approach is the same regardless of the environment.
Active/Passive Management
Turbulent times call for a little ballast
This piece is approved to use with clients.
And investors may find some by including a balanced approach in their portfolios.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio