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.
The so-called safety of CDs could actually introduce far more risk than you anticipate, especially if your CDs automatically roll over.
With the power of compounding, investing even a small initial principal can be far more beneficial than investing a larger amount later.
Learn the options and implications for taking Social Security benefits and how to maximize them.
Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.
There are some little-known strategies you can use to bolster your retirement savings.
Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.
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.
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.
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
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.