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What's happening in Washington D.C. and its impact on client portfolios

Educate Clients

Elections can create uncertainty, but sitting on the sidelines could be a costly mistake.
Donkeys, elephants, bears, and bulls: Why who is in the White House or Congress may matter less than you think.
No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.
Elections can make investors anxious, but history suggests this fear may be unwarranted.
Dire predictions about past presidents have usually proven to be wrong.

Manage Investor Anxiety

4 Steps for Guiding Clients Through Anxiety
As long as you stay in your role as a financial professional, talking about politics could be helpful and supportive to your clients, and beneficial to your relationship.
Talking politics with clients can feel like the third rail. It can be tough and nerve-racking. Yet political conversations are close to inevitable these days.
There’s no denying many are on edge these days. Business Psychologist Barbara Kay gives practical strategies to keep calm if tensions ever flare while working with clients.

Taking Stock of Washington

Activity in Washington is down to the wire as looming deadlines, recess, and the November election encroach on lawmakers.
As the 2024 election season begins taking shape, what can we expect from Washington?
Congress is feeling the pressure as geopolitical tensions and critical time-sensitive measures weigh on lawmakers.
OVERALL
(as of 3/31/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 441, 441, 409 and 297 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

441 Products | Moderately Conservative Allocation Category
Based on Risk-Adjusted Returns
OVERALL
(as of 3/31/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1118, 1118, 1058 and 816 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

1118 Products | Large Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 3/31/2024)
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 426, 426, 385 and 275 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

426 Products | Intermediate Core Bond Category
Based on Risk-Adjusted Returns
OVERALL
(as of 3/31/2024)
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 168, 168, 149 and 117 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

168 Products | Global Bond Category
Based on Risk-Adjusted Returns

WEBINAR REPLAY

Elections, Investments, and Emotions

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