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PRODUCTS (0 RESULTS)
INSIGHTS ( 3 RESULTS)
How to Help Prevent Your Inner Alarm System From Hurting Your Investment Results
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If you don't need it right away, deferring your Social Security income can have significant advantages.
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Market concentration is a worry for many, but investors may want to consider the potential tradeoffs of common solutions.
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PRACTICE MANAGEMENT (
OF 35 RESULTS)
Fred Reish explains the myriad of opportunities for plan sponsors to manage their fiduciary responsibility and reduce their exposure to potential liability.
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The Advocate Effect: 6 ways to influence what clients say about you to their friends and family.
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Why It Makes Sense to “Retire With” Something
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Be prepared if you’re called on to provide caregiving to an aging loved one
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Discover technology resources that can make life easier for caregivers.
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Why the MIT AgeLab recommends building a network of longevity-related professionals to help solve the challenges of longer retirements.
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Fred Reish outlines how the use of dynamic QDIAs can replace the “one-size-fits-all” model with one that focuses on each participant as an individual with unique needs and goals.
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Conversation starters investors can use to encourage their sons or daughters to start improving their financial future.
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Investors need to remain calm when market volatility strikes, but it can be difficult to control our emotions. When we fear losing money or missing out on gains, emotions can influence our decision-making ability.
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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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How to help clients through the fourth phase of an 8,000 Day retirement. Many enter this phase alone, but they don’t have to be lonely.
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Communicating with someone with Alzheimer’s disease can be easier if we understand what’s happening in their brain and how it affects memory and communication.
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Stressed clients may question fees when portfolios are down. Learn how to respond effectively if you’re asked, “Why am I paying you to lose money?”
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Longevity is changing retirement (Do your services match up?)
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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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Understanding the impact of interest-rate changes on bond prices is crucial for effectively managing a fixed-income portfolio.
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An annual team offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. This piece provides a sample agenda for annual team offsite meetings and includes potential meeting topics.
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Avoid costly, panic-driven investment decisions during a crisis and remain focused on the long term
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See why college towns are ranked as some of the best places to retire
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Help other business professionals master the art of time management. Use this coaching tool to help them stay on track and put you them in the best position possible to succeed
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Building Your Longevity Network” financial professional workbook. Learn how to build a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.
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One-page overview about why annual offsite team meetings are necessary and suggested agenda topics. •
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One-page overview about how to determine if it’s time to add a new team member.
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Find out why successful teams usually also have people in three key roles: the Finder, the Grinder, and the Minder.
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One-page overview that provides best practices for implementing team meetings.
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One-page overview that provides tips on creating team roles and responsibilities.
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Learn how to clearly define what role each person on your team plays.
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One-page overview of Hartford Funds teams resources.
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Aging clients now expect financial advisors to prepare them for what they may confront in middle age and as older adults. Your ability to provide these services will depend not only on your value proposition, but the depth of your relationship with each client.
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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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: The new year is a perfect time to assess your team: what’s working, if the communication is clear and open, and if there’s the necessary trust and respect. Schedule a formal offsite team meeting to review last year, consider this year’s goals, and build a written plan to execute. It’s also a great opportunity to remind your team what your value proposition is, clarify roles and responsibilities, and set team goals for next year.
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Some clients hit a rut in retirement. Too much golf and bike riding can get boring after a while. Inspire them to take on a learning adventure. The white paper explains how they can take courses from Harvard, MIT and other top colleges online for free.
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The decision of whether or not to team up with another advisor is one of the most important considerations a financial advisor can make regarding the future of his or her business. Consider these topics when mulling over the idea of forming a team.
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While advisors have a lot of practice talking to their clients about estate and legacy planning, they don’t always take this same advice in preparing a succession plan for their own businesses. Learn 4 tips for succession planning
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LITERATURE (
OF 233 RESULTS)
A high-level look at this wide-reaching investment asset class.
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For many companies, a stock split can reward existing shareholders and attract new investors.
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Thought leaders from Wellington Management and Schroders provide their outlook on issues that may influence markets and portfolios.
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Philosophically, there are good reasons why investors should expect ESG investing to underperform. But practically, it doesn’t have to work out like that.
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Could the stars be aligning for commodities?
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Dollar-cost averaging has potential advantages—especially in volatile markets.
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Parts of the commodity complex have weakened, yet we believe the bull case is intact and commodities remain an effective potential inflation hedge.
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Fred Reish discusses the types of managed accounts and the value that they can provide to plan sponsors and participants.
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By providing defined-contribution plans, plan sponsors offer their employees what may be their only opportunity to save enough for retirement.
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As a degree of normality returns to markets, a focus on valuations must return, too.
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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.
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A turbulent forecast: Mild recessions, slow growth, stubborn inflation, and continued volatility.
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Previous market conditions made de-risking seem, well, risky. Times are changing.
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Generous yields on cash typically don't last for very long.
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Bond markets extended their rally into December with investors convinced that most central banks were done hiking interest rates. Whether those expectations are fulfilled in 2024 remains to be seen.
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Yields? Distributions? Yield-to-Worst? What you emphasize depends on what clients want from a bond fund.
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Yields? Distributions? Yield-to-Worst? What you emphasize depends on what clients want from a bond fund.
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When Fed policy changes, what could it mean for cash and bond investors?
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After the bear market in bonds, investors could be forgiven for giving up on the asset class. That could be a mistake.
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While an economic soft landing now seems likely, inflation and recession risks still remain.
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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 first quarter of 2024.
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Retirees beware: Excessive withdrawal rates in down years can quickly deplete your portfolio.
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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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Effective DC plan diversification begins with offering an array of divergent investment options and involves ongoing efforts to help guide participants so they can increase their prospects of financial security.
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With inflation high and commodity supplies low, a secular bull market may not be far off.
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Help plan sponsors address deficiencies and identify areas of opportunity in their retirement plan.
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Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren’t on the radar when they were accumulating assets.
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Rate hikes are meant to curb inflation, but could also impact your portfolio.
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Financial professionals have the experience to help plan sponsors and participants through turbulent market times.
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Following a higher-than-expected inflation print and the Fed’s latest rate hike, what are the potential implications for fixed income and equities?
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Plan participants now face a variety of financial threats: market performance, soaring inflation and economic uncertainty. As a defined-contribution plan sponsor, you can help.
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Fred Reish highlights SECURE 2.0 Act provisions that will become effective in 2024.
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While we're rowing in the same direction for retirement saving, we’re not all in the same boat.
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Fred Reish reviews key provisions of the SECURE 2.0 Act that become effective in 2025 and beyond.
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Big changes for IRA and retirement plan RMDs
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See how your 401(k) plan stacks up to industry averages.
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Higher interest rates and inflation may favor international investing going forward.
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Potential tax advantages make ETFs an excellent option for tax-conscious investors.
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Discover how high-anxiety clients behave, and how can a financial professional can actively address how they feel as well as how they invest.
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After a significant period of underperformance, small caps could be poised to benefit from a historically supportive environment.
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Staying invested despite events can pay off in the long run.
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A framework that seeks to improve returns in a variety of macro environments
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Big changes coming to 401(k) catch-up contributions
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Historically, even the most generous CD rates have often been outpaced by other investments.
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Properly structured meetings can help plan fiduciaries engage in prudent processes and decision making
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Protect yourself from financial fraud in the digital age.
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Trends in deglobalization, decarbonization, and demographics are likely to have implications for investors in the years to come.
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Make equity risk work harder to enhance capital growth potential.
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History shows that equities recover after the S&P 500 Index falls by 25% or more.
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When plan sponsors select investment managers for participant accounts, they are acting as fiduciaries under ERISA. As a result, they must engage in a prudent process to select the investment advisers and then, at appropriate intervals, must prudently monitor their performance. This article discusses some of the key considerations for doing those jobs.
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11/8/2023
5 key provisions in the SECURE 2.0 Act can help you attract and retain employees.
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Serving your country entitles you and your family to some bespoke financial benefits.
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While emerging-market stocks have fallen short in the last decade, their historical performance and diversification benefits could mean a shift is on the horizon.
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Holding bonds with longer maturities may seem counterintuitive in today's environment. See why it could make sense.
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Congress is feeling the pressure as geopolitical tensions and critical time-sensitive measures weigh on lawmakers.
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Sharp market declines can be painful, but stocks tend to bounce back relatively quickly.
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A fracturing of the global order will create risks and opportunities for investors.
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Now may be a particularly beneficial time to take advantage of investment losses in fixed income.
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12/14/2023
Global sovereign markets staged a strong November rally as market participants repriced expectations for future monetary-policy rate moves.
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Taking required minimum distributions from your retirement savings can be tricky. We can help.
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Fixed income comes in many flavors and can serve a variety of roles in a portfolio.
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Dividend-paying stocks can help you offset the damaging impacts of inflation on your portfolio.
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The greatest risk facing plan sponsors is that they aren’t aware of this new requirement.
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As the 2024 election season begins taking shape, what can we expect from Washington?
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Elections can make investors anxious, but history suggests this fear may be unwarranted.
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Investors are finally getting paid for holding cash, but there are risks in holding too much cash.
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An economic soft landing could create buying opportunities during the volatile months ahead.
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We see three compelling reasons why US investors should consider diversifying their fixed-income allocations globally.
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After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.
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Fred Reish reviews recent guidance for mandatory provisions of the SECURE 2.0 Act
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Concentration works in an investor’s favor when the top-performing stocks perform well, but history suggests this strong performance likely won’t last.
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With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
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Understanding what it takes to break even after a setback in the market can help investors be more mindful of risk management.
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Sustainable investing covers a wide range of approaches. Here are some key things to consider.
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Sticking with stocks in turbulent times requires patience—but it has historically paid off.
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Events are a great way to connect with clients and prospects. By having a plan, you can execute the process with relative ease.
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Get introductions to clients’ contacts by offering to help their anxious friends and family members.
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Learn an easier way to prospect by finding ideal prospects with LinkedIn. Then learn how to turn those prospects into clients.
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Bring Up Your Clients' Favorite Topic: Being a Grandparent
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Hartford Funds offers four presentations that qualify for PDCs towards recertifying your SHRM designation
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The myth that ERISA favors passively managed funds over actively managed funds is not correct.
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Education and longevity are raising clients’ expectations of advice. A client-focused framework models what may be considered valuable to different generations using three distinct value propositions.
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Help clients remain in the home of their choice in retirement.
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The new SECURE 2.0 Act contains key provisions that give investors more access to Roth accounts.
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Big changes for IRA and retirement plan RMDs
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Stories of clients who’ve made Social Security decisions and experienced the outcomes can provide valuable insight to pre-retirees.
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401(k) plans, IRAs, student loans and emergency savings- the SECURE 2.0 Act touches many topics through its 90+ provisions. We summarized ten key ones for you.
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Inevitably, the current Fed rate-hiking cycle will end, providing opportunities for bond investors.
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How long you're invested matters much more than how much you've invested.
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Considering investing in equities across the pond? Here’s what you should know before jumping in.
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Help clients achieve not only financial security, but also be proactive in helping them understand the challenges old age will present—and resources to overcome them.
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How to respond if tragedy changes your well-laid plans
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Fred Reish discusses the new guidance and its meaning for financial professionals who help plan sponsors select and monitor the investments for participant-directed plans, such as 401(k) and 403(b) plans.
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During volatility, remember the market’s long-term track record.
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Where to Turn for Help When You Are the Helper
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If rising rates cause stable value funds to incur a market value adjustment, fiduciaries don’t violate their fiduciary duties as long as they engage in a prudent process when selecting and monitoring the stable value fund.
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See how your 401(k) plan stacks up to industry averages.
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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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Planning for your future student? Here’s 10 ways you can make college costs a little more manageable.
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Increasing interest in managed accounts has caught the eye of plaintiff’s attorneys. Fred Reish discusses steps advisers can take to reduce their risks.
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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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Three Questions that Can Predict Future Quality of Life whitepaper
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Active fixed-income approaches have historically outperformed their passive counterparts and may add value by aligning with an investor’s objectives.
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Medicare can be tough to understand. It doesn’t have to be.
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Understanding the differences between a Roth 401(k) and a traditional, pre-tax 401(k) account can help you get the most out of your benefits.
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The S&P 500 Index has been strong this year, but only a small number of companies are driving returns.
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Learning the Rule of 72 gives you a simple guide for how long it could take to grow your investments.
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This quarter-by-quarter checklist serves as a practical way to ensure plan committees spend time each year on the most important issues that affect their plans.
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Once you've identified your income-tax bracket, a simple math formula can help you decide if tax-exempt municipal bonds are right for you.
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Determining how to allocate plan expenses is a fiduciary decision that must be done prudently.
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The IRS recently issued guidance on several SECURE 2.0 Act provisions, including the treatment of catch-up contributions for high earners.
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This flyer provides an overview of the MIT AgeLab and the insights they provide.
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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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Fred Reish discusses how by properly managing high-risk issues, plan sponsors can reduce their fiduciary liability insurance costs and, more importantly, reduce their chances of being sued.
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For married couples in need of a strategy, spousal benefits could play an important role.
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2024 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits
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Waiting too long to rotate from cash into bonds could significantly diminish your returns.
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Fred Reish lists some of the most important issues for plan sponsors and fiduciaries to review at the year-end meeting.
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Once the fiduciaries at a plan sponsor make the decision to hire investment expertise, they need to decide whether to engage with a 3(21) or a 3(38) investment advisor.
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The market is already anticipating the impact of AI, but many questions still remain unclear.
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My base case for the US economy in 2024 is slower nominal growth and policy normalization.
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Just like an annual checkup keeps you physically well, considering the following items each year can help keep you financially healthy, too.
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While emerging markets have faced a tough decade, the 3D reset may now be paving the way for new opportunities.
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The mega-themes reshaping the world economy may provide opportunities and risks for investors in equities.
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The tables could, at long last, be set to turn in favor of more actively managed strategies.
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Shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future. In order to retain and attract the best talent across the generations, you must meet the expectations of today’s employee.
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When you factor in taxes and inflation, 12-month CDs haven’t offered a positive real return for over a decade.
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US equity outperformance versus international equity outperformance has historically been cyclical.
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Changing interest rates may have a significant effect on fixed-income investments.
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Dire financial predictions about past presidents have usually proven to be wrong.
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Markets seem to expect a much smoother ride in 2024, but they may be too optimistic.
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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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Like sunshine after rain, up markets always follow down markets. Here’s what you need to know about rising, or bull, markets.
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2022 was a tough year for the bond market, but history shows fixed-income returns have been resilient after negative years.
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With uncertainty on the horizon, talk to your financial professional about investing in fixed income designed to be less sensitive to interest-rate changes.
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ROUS, a multifactor US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
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