Client Education – Advisor Education Center

Invest in Optimism: A Conversation With Keith Fitz-Gerald

Investing perspectives from author and regular contributor to Fox Business, CNBC and more.
Direct Indexing & Tax Efficiency

How a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

To Rebalance or Not?

How to think about truing up asset allocations in times of market stress.
Ready Set Retire!

Think beyond the retirement finish line.
Innovation

Taking a Long-Term View
PODCAST: Market Movements

Outlook and Valuations for US Equities.
Oil Was in a Funk Before Price War

High yield has been underweight energy for some time on its roller-coaster past.
Keep Calm & Remain Diversified

A short- and long-term review of the Power of Diversification
Informed Investors Make Better Decisions

This program helps provides the basics of investing to help find better solutions to your investment needs.
Avoiding Pitfalls of Emotional Investing

Knee-jerk reactions to market fluctuations can make it difficult to stay on track and achieve long-term financial goals.

Separately Managed Accounts
A detailed look at a professionally managed investment program for higher-net-worth clients.

Interval Funds Overview

An explanation of interval funds including liquidity and pricing.
The Fed & Fixed Income ETFs

The ETF Issuer Spread Widens Further

Bond Fund Basics Benefits

Risks and portfolio positioning.
Risky Business?

The Sustainability of REIT Dividends.
Where Does Value Investing Go From Here?

Three key principles for investors in a postcrisis world.

Market Volatility Resources

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

Factor Performance

Why diversifying across well-defined factors is likely to be key in extremely volatility.
Bringing the Economy Back From Life Support

What kind of recession will this be? What kind of recovery will follow?
Innovation

Taking a Long-Term View
How Low Can We Go

Policymakers globally are being extra vigilant to prevent a repeat of the Global Financial Crisis.
Putting the Oil Shock in Context

Where to from here?
Oil Price Plunge

The impact on emerging markets.
Keep Calm & Remain Diversified

A short- and long-term review of the Power of Diversification

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

Take Action

Taking Responsible Investment from Talk to Action
Investing for a Better World

Funds for retirement investors who want to pursue investments that align with ESG values.

ESG Funds Show Their Mettle

The relative resilience of ESG Funds.
ESG Integration

How ESG integration adds value in the investment process
ESG Makeover

Five trends that promise to shift behavior of companies and investors.