You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.

Head of Defined Contribution and Wealth Advisor Services Matt Sommer co-authored a study examining the association between changes in wealth during the Great Recession and changes in bequest expectations. Financial professionals can use the findings to better understand shifts in bequest expectations during various economic cycles so they can provide guidance to help clients meet their long-term wealth transfer goals.

Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.

Rising prices can cause a lot of anxiety, particularly for younger investors who may be experiencing significant inflation for the first time. Retirement Director Ben Rizzuto outlines simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.

As families gather together this holiday season, it may be the ideal time to have those tough yet critical discussions about long-term financial plans.