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.
Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.
There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
Continuing to participate in the market during turbulent times has been beneficial to investors, historically.
The so-called safety of CDs could actually introduce far more risk than you anticipate, especially if your CDs automatically roll over.
A downturn could actually be good news for long-term investors—if everyone stays calm and has a plan.
Rising interest rates may have a significant effect on fixed-income investments.
Municipal bonds tend to be popular with wealthy investors, but their generally tax-exempt status makes them appealing for investors in a variety of tax brackets.
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.