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.
You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.
Market volatility is a matter of perspective.
Medicare can be tough to understand. It doesn’t have to be.
Most of us have a pretty clear idea of what will occur in our lives before we retire. After we reach retirement, things begin to get a bit more out-of-focus.
Spark joy and part with all those old statements, tax returns, and utility bills.
When rates rise, the question may be less about whether or not to own bonds, and more about which ones make sense to own.
There are several tools that can potentially reduce volatility and make investors more comfortable increasing their international allocations.
On the surface, ETFs and mutual funds generally share common characteristics. But underneath the surface, ETF liquidity is significantly different.
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.
Thought leaders from Schroder Investment Management provide their outlook on issues that will influence markets and portfolios going forward.
Designed to offer growth potential without taking excessive risk
Seeks to provide high current income and long-term total return
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.