Client Education – Advisor Education Center

Investing for Retirement

Identifying the best retirement investments to reach your goals.
How to Plan for College if Your Family Finances Are Changing

Balancing long-term financial goals takes careful planning.

Surging Home Prices May Lead to Rate Hikes | T. Rowe Price

The return of housing as an economic driver gives the Fed options.
Should Investors be Leery of Inflation Risk? | Natixis

Improving long-term growth forecasts resulting from the vaccine rollouts are generating questions about inflation.
Getting the Most Out of Asset Allocation | Columbia Threadneedle

Making portfolio allocation decisions based on risk can boost investors’ likelihood of reaching their goals.
Saving for Your First House | Nationwide

Developing a plan a year or more before you’d like to move can help you buy a home with confidence.
Q2 2021: Almost Home

Economic optimism is in the air and growth is expected to surge
6 Biggest Pitfalls for Investors

Avoid these common emotional biases to help improve your financial life.
Understanding Asset Classes for Better Portfolio Diversification

Consider having a mix of different investment classes.
A World of Opportunity

Surveying the Global Equity Investing Landscape

Commodities: Investing in Our Everyday Lives
In commodity investing today, there’s the notion that it can present a risky venture – but is that really the case?

Why Have Copper Prices Reached All-Time Highs? | Janus Henderson

Copper prices have recently been hitting record highs – here’s why.
Bonds for Sale: The Fed Will Sell its ETF Stake | Franklin Templeton

The US Federal Reserve recently announced it would begin to sell down its ETF purchases made over the past year.
Financials Appear Poised to Outperform | Hennessy Funds

Portfolio managers discuss the Financials sectors during the pandemic.

Market Volatility Resources

A list of resources to help your conversations with clients concerned about volatility.

3rd Quarter 2021 Market Outlook | Thrivent

All eyes on the Federal Reserve.
Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds | Cohen & Steers

Why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.
Inflation and the Bond Market | Thrivent

A recent uptick in inflation has investors thinking about the implications for the bond market.
Growth, Rates & Inflation | Franklin Templeton

Macroeconomic views across investment teams. It turns out, not everybody agrees on the path forward.
Consumers Expect an Inflation Spike: Economists? Not So Much | FS Investments

Consumers’ inflation expectations are about double economists’.
Whistling Past the Inflation Graveyard

Prices might be stickier than the Feds think.
Inflation is Part of the Plan

The shift in U.S. Federal Reserve policy over the past year may signal a preference to generate inflation

Investing with a Higher Purpose
Experience the world of ESG investing with Nationwide’s 360° virtual reality video.

Are Oil Majors Ready to Become Part of the Climate-Change Solution?

Oil Majors making pledges on the environment.
Analyzing ESG Factors for Risk and Opportunity

Why investors must account for ESG risk and opportunity considerations for companies.

Let’s Talk ESG | Natixis

Is it okay to ask what do I get out of ESG? Actually, its’ imperative.
How 3 Letters May Help Make a Positive Impact to Your Investment Portfolio | Nuveen

Environmental Social and Governance (ESG) criteria may help position your portfolio for tomorrow’s economy.
ESG Outlook: 6 Key Trends We’re Tracking in 2021

Monitoring these trends will help investment managers adjust to the shifting mindset toward sustainable investing.