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Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Sustainable Investing
Remember the environmental
This piece is approved to use with clients.
Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Behavioral Finance
Focused expertise
There have been many restrictions placed on the normal rhythms of life in response to the COVID-19 pandemic. The interactions we typically take for granted such as going to restaurants, spending time with friends, working out at the gym, and traveling on vacation have all been curtailed in an effort to tame the pandemic.
Behavioral Finance
The Five Stages of a Market Crisis
This piece is approved to use with clients.
A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Behavioral Finance
Should I be worried? An investor litmus test
This piece is approved to use with clients.
As a child, I remember seeing my mother’s wooden plaque of The Serenity Prayer that she kept above our kitchen sink. For those not familiar with this popular prayer, it reads...
Sustainable Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.
Behavioral Finance
The formula for happiness: Wanting what you have
What if I told you that there’s a formula that is exceedingly easy to remember and could positively impact almost every decision you make? What if I told you that there is a formula for happiness?
Sustainable Investing
ESG shopping? Do your homework
A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.