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Client Life Events
Why you need a will and how to create one
This piece is approved to use with clients.
Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
Client Life Events
Estate Planning
This piece is approved to use with clients.
Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
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.
Manager & Investment Selection
Strategy Series: Strategy Preference Can Indicate Expected Stock Market Return
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.