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Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
This piece is approved to use with clients.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
Children & College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Children & College Savings
Making the Case for College Savings
This piece is approved to use with clients.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
Children & College Savings
Expand Your Practice With 529 College Savings Plans
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.