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Client Relationships
Budgeting Checklist
This piece is approved to use with clients.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Client Experience
Market Volatility and Recessions 101
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While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.
Client Relationships
Ways Women Can Save and Build Wealth
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We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Regulatory Education
Presentation: Top DC Trends and Developments 4Q21
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Recap of 4Q21 highlights, insights about the plan participant retirement readiness, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Behavioral Finance
How Can Investors Make Better Decisions Under Stress?
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Market dips and dives can feel like punches at times, and all investors need to balance emotions like fear and regret with decision-making. Hear insights on what investors can do for themselves to avoid decision pitfalls.
Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
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Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
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One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.