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MIT AgeLab insights about how the pandemic has hit the job market in unprecedented ways, but one specific group has been struck the hardest: women over the age of 55. Have a game plan to help any of your affected clients.
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Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Us this workbook to help them create their new story.
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Learn what part of the day is critical to your productivity, how to simplify your daily priority list and stay focused, and why you should make more time for the things that matter most.
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Uncovering their unique history with money can help clients gain a deeper understanding of their relationship with money, and change any behaviors that might be interfering with their financial success.
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Clients' expectations of financial professionals are increasing. Learn the value of networking with longevity-based professionals and how to host a longevity-panel client event.
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LITERATURE (
OF 320 RESULTS)
Retirees beware: Excessive withdrawal rates in down years can quickly deplete your portfolio.
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With China’s capital markets gradually opening their doors to foreign investors, China A-shares may be worth a closer look for their diversification and alpha potential.
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Emerging-markets inflation is close to its peak level for 2021, but it likely won't last long. A “disinflationary” trend is likely to follow in the latter part of the year.
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The accumulation of excess savings during the shutdown may offer a path for consumer spending to recover quickly.
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Your portfolio's risk profile should align with your investment goals. That's especially true as you approach retirement, when losses can really hurt.
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Volatility is an ever-present part of investing.
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A visual tour of the global economy for the second quarter of 2021.
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You should consider adopting a portfolio rebalancing strategy—even during down markets when it’s tempting to let your “winners” keep growing while your “losers” are taking their lumps. That’s because rebalancing helps you “buy low” and “sell high”.
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Joe Biden's win in the US presidential election paves the way for a more coordinated approach in the transition to a low-carbon world.
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Our expert panel weighs in on promising vaccine news, the election, and the outlook for value versus growth going forward.
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Despite persistent risks and challenges in today's extraordinary environment, our experts see areas of value and opportunity for fixed-income investors heading into 2021.
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They have their similarities. But mutual funds and ETFs are different in ways that could matter to your portfolio. We can explain.
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A lot lower than you may think.
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Why aren’t more people successful in sticking to and achieving their goals? We’re going to provide the blueprint for you to turn your dreams into goals, and turn your goals into reality.
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As 401(k) plans mature and Baby Boomers are retiring, the government is focusing on ways to ensure participants get the retirement plan accounts they left behind when they switched jobs.
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It may be time to measure the success of retirement plans in terms of participant outcomes.
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How different generations’ use of and attitudes toward new technologies have changed during the pandemic.
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COVID-19-related challenges and worries experienced by Americans across generations.
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How the pandemic’s effect on businesses, employment, and investment portfolios is changing financial behaviors and attitudes.
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Changes in attitudes and perceptions concerning the senior-housing industry—one that’s been hit the hardest by the pandemic.
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Cross-generational insights into how spending behavior has shifted during the pandemic.
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Workers’ reactions to the shifting norms in the legal profession as well as legal risk-analyses of companies’ reopening.
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How employees’ work has changed since COVID-19’s outbreak and the pros and cons of remote work.
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Adults responsible for some combination of work, childcare, and eldercare have been uniquely affected by the pandemic.
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How employment’s been impacted for people of different generations, working in various industries.
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Navigating a financial crisis amid the coronavirus.
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The damage inflicted by climate change through increasingly volatile weather patterns is rising quickly and is already significant for many companies.
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Even well-crafted asset allocation plans require rebalancing to avoid drifting.
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Some investors see emerging market debt as obscure and risky, but the view doesn’t stack up with our research. It can form a valuable part of investors’ core fixed-income exposure.
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In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake.
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The proposed legislation would impact 401(k)s, 403(b)s, and IRAs, and potentially help financial professionals grow their retirement business by expanding coverage and increasing retirement savings.
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Many have previously written Bitcoin off as a short-lived novelty, but resilience and performance mean some are revisiting the cryptocurrency.
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Using the 3 quality of life questions from the MIT AgeLab, you can turn every client meeting into relationship-building opportunity.
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"Special purpose acquisition companies" or SPACs are hugely popular. We'll consider how they work, who makes money from them, and whether or not they're a good thing.
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Some investors are worried that inflation is set to rise. We look at which equity sectors could prove to be the most resilient.
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Is all the talk about dividend-paying stocks just a fad? Or is there real merit to the dividend argument, particularly at this point in market history?
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Many of the world's major central banks are adopting digital currencies in some form. Disruption of the existing paper-money system is unlikely.
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History shows that the performance of growth and value stocks has been cyclical. Each style has had its ups and downs over the years. Could the cycle be turning once again?
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Research suggests that many developed markets are beginning to resemble their emerging-market counterparts in some ways.
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Wellington's equity experts weigh in on challenges and opportunities in 2021
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Medicare can be tough to understand. It doesn’t have to be.
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Fred Reish shares tips on how to mitigate risks and avoid problems when drafting 401(k) Investment Policy Statements.
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Wellington Management lays out its ESG integration approach.
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As we approach the second half of the year, how might vaccine progress, policy support, and continuing inflation pressures impact investors?
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I believe we're likely on the verge of an inflation regime change.
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We believe the intersection of climate change and national security is in its early stages.
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Bring Up Your Clients' Favorite Topic: Being a Grandparent
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Why have rates fallen off their recent highs in spite of improving economic conditions?
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The US public equity market is shrinking while the international equity market is growing—in terms of both size and potential opportunity for investors.
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College can be expensive, but there are abundant grants and scholarships available if you know where to look.
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Despite rising interest rates, holding duration in some form may be the better bet for investors.
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While final dollar amounts are still unknown, a trillion-dollar deal to rebuild the nation's infrastructure seems closer than ever as Congress and the Biden administration hammer out the details.
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Encouraging vaccine data, policy support, and gradually reopening economies make us more confident in taking a pro-risk stance over a 12-month time frame.
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In a historical comparison, recent drawdowns are impacting defensive factors differently than expected.
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Sticking with stocks in turbulent times requires patience—but it has historically paid off.
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A weakening dollar, the prospects of strong earnings growth, and attractive valuations are compelling catalysts for international equities.
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How will US election risk, policy support, and progress toward a COVID-19 vaccine balance out?
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This quarter's edition considers four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization.
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Innovation extends far beyond tech and healthcare. Our robust research capabilities—including our private-equity mindset and strong ESG expertise—are critical to accessing and evaluating this enormous opportunity.
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In the short run, some level of economic deterioration can be expected. But with a COVID-19 vaccine in sight, the focus of recovery will shift to fiscal policy. The details will matter.
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Do you know how your personality impacts your investments?
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Discover popular audio programs available for financial pros to take on the go.
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Protect yourself from financial fraud during the pandemic.
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Purchasing items with your phone may seem complex, but getting started is much easier than you may think.
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Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.
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How do we best help our kids make the most of these distance learning experiences?
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Trained, informed financial advisors are uniquely positioned to help clients facing the opioid crisis.
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Start addressing threats before they strike.
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No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.
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New technologies and shifting consumer priorities are creating an on-demand economy.
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Whether college is 18 years away or around the corner, there are steps you can take to help your child avoid student debt.
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The SECURE Act impacts everything from IRA contributions to Required Minimum Distributions (RMDs). Here are some key things you should know about this important legislation.
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After graduation, you can start building your financial future—one step at a time.
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What the SEC's new standards mean for advisors and rollover recommendations.
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Fred Reish examines recent court cases that contain valuable lessons for plan sponsors.
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History shows that rather than giving in to fear, staying invested and buying stocks during volatile times can be beneficial in the long run.
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The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is the most meaningful retirement legislation to take effect since the Pension Reform Act of 2006.
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Historically, epidemics have had very little impact on long-term stock-market performance.
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Most college graduates have debt as well as degrees, but there are a number of ways to manage and overcome student debt.
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The uncertainty surrounding an election can cause even the most seasoned investors to question their portfolios—but elections haven't impacted the market as much as you may think.
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Active fixed-income ETFs provide a unique option that modern wealth advisory firms can be well-positioned to harness.
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At a time of mounting uncertainly about the role of fixed income in your asset allocations, it's time to rethink some age-old notions.
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Being able to drive can be an important for clients’ aging loved ones to maintain their independence and stay healthy. But what if it becomes dangerous for them to drive?
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Rather than giving in to fear, staying invested has historically been more effective in the long term.
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How a change in the value of the US dollar impacts the US economy—and your wallet.
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A downturn could actually be good news for long-term investors—if everyone stays calm and has a plan.
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The $1.9 trillion American Rescue Plan was signed into law on March 11. Here's what you should know.
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Recent performance has favored passive investing. But a look at the big picture shows how performance moves in cycles and reveals why active management isn't dead.
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Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you think.
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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.
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There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
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If you weren't around to tell them, would your loved ones be able to find your most important information?
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NFTs, or non-fungible tokens, are digital-only collector items backed by blockchain technology. Here’s what you need to know about these sought-after crypto collectibles.
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You've heard a lot about it. But what exactly is FAANG? Could it eventually bite you?
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See how your 401(k) plan stacks up to industry averages.
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US equity outperformance versus international equity outperformance has historically been cyclical.
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Assets are flowing into floating-rate funds in 2021 as we continue to see a “duration rotation”: investors looking for income with less interest-rate risk.
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The new structural shifts in the fixed-income market require a new approach to investing.
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An overview from the Hartford Funds Multi-Asset Solutions Team
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The innovative tech industry is driving growth, and investors may still be poised to benefit.
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Diversification is vital, yet the average investor may be too heavily invested in US equities.
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Changing interest rates may have a significant effect on fixed-income investments.
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Learn about the new array of devices and services that will make it easier for us to work, stay healthy, and live at home as we age, all while remaining connected to friends and family.
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Historically low mortgage rates are helping homeowners cut monthly payments or pay off loans faster. So, should you refinance? Let's look at your options.
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US equity shares--those of the tech giants in particular--have grabbed the headlines. But the majority of the developed market's top 25 best-performing stocks over the last five years have come from outside the US.
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US government stimulus and low interest rates could weaken the dollar and help international equities finally outperform.
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Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
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The big question you must consider when you change jobs is: What should I do with my old 401(k)?
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The Federal Reserve now seeks to achieve inflation that “averages 2% over time,” effectively allowing inflation to run above 2% to make up for periods when it’s below 2%.
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Despite promising progress on potential vaccines, "normalcy" is still likely a year or more away.
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When the market dips your first reaction may be to change strategies, but doing so may not be in your best interest as an investor.
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The upcoming election has some investors wary of a blue-wave outcome and what it might mean for markets, but fiscal policy is likely more impactful.
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Some investors are interpreting recent dollar stability as a sign its bout of weakness is nearing an end. We think those expecting a reversal are in for a disappointment.
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Amid today’s uncertainty, learn why we believe healthcare continues to offer a compelling opportunity set.
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Looking for aid amid the coronavirus? The CARES Act is here to help.
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Wellington Management’s municipal-bond team offers some insight on how the election outcomes might impact the municipal-bond market.
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Tax-loss harvesting could help you reduce the amount of taxes owed on capital-gains distributions you receive from mutual funds.
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With the 2020 US elections just around the corner, our experts weigh the potential outcomes and the implications for bond and currency markets.
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A comparison between Democrat nominee Joe Biden’s proposed tax policy and the current tax law under President Donald Trump’s administration.
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A bear market is not a recession and nine other important things to know about economic contractions.
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Politics can create short-term noise. But if you can withstand the volatility, it may be best to sit on your hands and wait for it to pass.
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Conventional investing wisdom is to buy low and sell high. But you may be able to lower your tax liabilities by going against that wisdom and selling investments at a loss.
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With the full results of the 2020 election finally in the books, investors may be worried about how the power shift in Washington could impact their investments.
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Although the prevailing view is that the presumptive Democratic nominee, Joe Biden, would have a negative impact on the stock market, our analysis suggests this assumption is premature.
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When the market is volatile, giving in to panic could be costly.
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How could blue-collar distress impact the US election outcome? Macro Strategist Juhi Dhawan considers several scenarios and the potential economic and market effects.
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US Macro Strategist Juhi Dhawan shares the recession signposts she's watching for, and explains why fiscal policy will be so critical in the effort to mitigate the economic damage wrought by COVID-19.
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Big tech has led the global market recovery in the wake of COVID-19. Can the dominance of the FAMAGs continue?
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When inundated with news, how do you tune out the noise and make the right decision for your portfolio?
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Medical technology innovations are disrupting traditional markets and changing the way providers and patients approach healthcare.
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As growth equities continue to outperform, how might investors position themselves for the future?
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How recent changes by the Federal Reserve are impacting the economy in the wake of the COVID-19 pandemic.
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Some final thoughts on how the election could pan out and its potential implications on markets.
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The most commonly asked questions and answers on the CARES Act and retirement plans
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The SECURE Act requires DC plans to provide participants with statements projecting their retirement income. This can help improve outcomes and presents an opportunity for financial professionals.
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The CARES Act and 401(k) Plans: Options for Plan Sponsors and Participants
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The DOL issued a proposal to allow conflicted fiduciary investment advice to retirement plans, participants, and IRAs
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With the presidential election behind us, financial professionals should be thinking about policy changes that could impact their retirement plan clients.
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Artificial intelligence could help achieve better investment outcomes by augmenting—not replacing—the intelligence of asset managers.
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If you're seeking attractive price appreciation potential or diversification opportunities, fixed-income convertibles deserve a closer look.
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In our view, the most productive engagements with boards occur outside of proxy-voting season.
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In today’s environment, discerning investors may be able to uncover attractive value in the often-scorned universe of fallen angels—formerly investment-grade corporate bonds that have been downgraded.
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Adam Berger tackles questions about the recovery, the future of globalization, and everything in between.
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A historical look at the growth/value cycle.
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We believe now is a good time for fixed-income investors to consider multisector credit strategies that are designed to capitalize on opportunities in higher-yielding credit markets.
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The landmark agreement to create the EU recovery fund should safeguard the future of the union and boost European risk assets.
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There’s a growing consensus that a sustained market rotation is on the horizon—or already underway.
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We believe active investors have ample opportunities to generate return in this space by identifying and exploiting inefficiencies.
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Members of Wellington Management’s Fundamental Factor Team consider the tactical and structural challenges facing value stocks, the portfolio implications, and what it would take to alter the prevailing growth/value dynamic.
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By understanding the links between human behavior and the laws of science, we can help companies mitigate the physical risks of climate change. We see climate models as a critical tool for making better investment decisions and advancing the sustainable investing ecosystem.
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Despite challenges caused by COVID-19, Schroders still sees opportunity in the municipal bond market.
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How Schroders views ESG and sustainable investing.
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Climate change presents significant risks and opportunities for investors
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Today, value is cheap and growth is expensive. But it may not be as extreme as it looks when taking a broader, longer-term view of fundamentals.
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The valuation gap between growth and value stocks has reached new extremes. What will it take for value to finally bounce back? Two Wellington Management senior contrarian investors offer their take on international markets.
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11/16/2020
As we approach the end of a very challenging year, investors continue to feel their way through an economic and market environment in which history offers limited guidance.
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The final regulation requires that, in order to satisfy the dual duties of prudence and loyalty, plan fiduciaries must base their investment decisions only on pecuniary factors.
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Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.
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Divorce is uncomfortable to discuss. However, not talking about its financial implications can create far greater discomfort.
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A well-balanced portfolio can help you manage volatility.
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When the plan sponsor’s 401k recordkeeper is sold, the plan’s fiduciaries have a duty to evaluate the impact this change may have on the plan and its participants.
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For plan sponsors and consultants, it's time to put 2020 in the rearview mirror and consider some new investment strategies for a new year.
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Including a self-directed brokerage account (SDBA) window in a 401k plan is a fiduciary act and the plan fiduciaries must prudently select and monitor the SDBA service provider.
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The merger or acquisition (M&A) of one company by another raises significant issues for their 401(k) plan. A knowledgeable financial professional can provide valuable assistance to the plan sponsors and fiduciaries in that process.
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Ideas for advisors to help plan sponsors fulfill their fiduciary responsibilities and embrace best practices.
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Both numbers refer to sections of ERISA that define fiduciary advice, but their meanings are very different.
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The new rule expanded the interpretation of when an investment professional is a fiduciary and includes an exemption from compensation that is prohibited under ERISA and the Internal Revenue Code.
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The SECURE Act created a new type of plan—a pooled employer plan known as a PEP. Beginning January 1, 2021, these plans will play a significant role in the retirement plan market.
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Historically, the stock market has performed well in the first 100 days of a new presidential administration.
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Spark joy and part with all those old statements, tax returns, and utility bills.
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Historically, investors have been better served by staying invested rather than waiting for a “better” time to invest.
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Dire predictions about past presidents have usually proven to be wrong.
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With narrow Democratic control in Washington, where will the new Biden administration set its policy focus?
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Dollar cost averaging can be an effective strategy, especially during periods of uncertainty.
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A group of investors decided to purchase stocks and call options on a select group of stocks in an effort to drive their prices higher—and they succeeded in the short term.
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The pandemic, policy changes, and more—here's what investors are asking as we begin 2021.
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Despite the recent rate volatility, rates have been adjusting to prospects for better growth and higher inflation for months now.
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9/30/2021
Help surviving loved ones cope after you're no longer here.
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Whether you've just received a layoff notice from your employer or you're worried that one may be coming, here are 10 things you should consider doing now to prepare for a layoff.
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