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.

Investing Principles | Charles Schwab

The fundamentals you need for investing success.
How to Choose a 529 Educational Savings Plan | Thrivent

Consider a 529 Educational Savings Plan to help your children with education expenses.
How You Can Help Investors Solve the Retirement Income Puzzle | T. Rowe Price

Implementing effective retirement solutions may be easier than you think.
Saving for Retirement: IRA vs. 401(K) | Charles Schwab

Taking the right steps to figure out where to put your savings.
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.

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?

Optimizing International Allocations with Asia | Matthews Asia

The traditional international allocation and global emerging markets deserves a rethink.
Inflation Fighters: The Case for Real Assets | Cohen & Steers

Real assets may offer an effective solution as inflation risks emerge.
How Interest Rates Could Increase: A Timeline | Columbia Threadneedle

Interest rates are a primary driver of fixed-income returns, so investors need to prepare for rate changes.

Market Volatility Resources

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

Economic and Market Outlook | Aberdeen Standard

… Cautious optimism.
Will Nothing Brake this Market? | Federated Hermes

'Buy the dips' continues to be the prevailing philosophy.
The Politics of the Federal Debt | Thrivent

Budgets and brinkmanship.
Income and Inflation: What You Should Know | Fidelity

A multi-asset approach may help you face uncertainty in the second half of 2021.
Absolute Return for an Uncertain World | FS Investments

Absolute return strategies have successfully navigated the challenges markets currently face.
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.

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.

What is ESG Investing | Saturna Capital

Have you heard about ESG?
What You Need to Know About ESG ETFs

How ESG has evolved over the years – misconceptions and key distinctions.
Enabling vs Labelling in Sustainable Finance | Natixis

Clarifying the purpose when trying to make a difference through sustainable investing.