Managing Investor Anxiety
MIT AgeLab offers insights about the effects of anxiety on your clients—especially their investment decisions.
Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" marks headlines.
Show common misconceptions about investing alongside the facts to help replace those "illusions" with investment reality.
Changes in the economy and interest rates can have a big impact on your fixed-income portfolio.
As interest rates rise, where can investors turn for growth?
There are several potentially volatility-reducing tools that may make investors more comfortable increasing their international allocations.
As the economic cycle matures, defensive sectors can not only help mitigate drawdowns, they may be more attractively priced than they’ve been in years.
Recent market volatility shouldn’t be enough to threaten the economic cycle, but does it temper optimism about the return potential of risk assets?
Designed to offer growth potential without taking excessive risk
Seeks to provide high current income and long-term total return
Seeks to provide long-term capital appreciation
Seeks total return on an after-tax basis
Emphasizes investment-grade rated securities
Seeks a competitive total return with income as a secondary objective
Core bond investment that can provide diversification with a quality bias
"Financial Advisors must be prepared to actively address how their clients feel as well as how they invest. Client anxiety is at a record high and current events suggest that it will remain elevated or even increase."
- Dr. Joe Coughlin, Founder, MIT AgeLab
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process.
MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.