Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

3 Tips for Trading Exchange-Traded Funds (ETFs)

Trading ETFs can involve considerations that differ from those when trading individual securities.

Listen
Fiduciary Update: Using ESG Factors in ERISA Plans

The latest DOL bulletin reaffirms that plan sponsors need to evaluate ESG-themed funds using the same due diligence process applied to any other potential plan investment.

  • April 26, 2018
Listen
15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

Listen
Building a Sustainable Future: ESG in Retirement Plans

Learn why funds that consider ESG (environmental, social, governance) factors are gaining traction with retirement plan sponsors and participants.

Listen
Why Trust May Be the Most Valuable of All Investor Assets

In today’s complex markets, the majority of investors surveyed trust themselves and their financial professional with investment decisions.

Listen
New Rules? Not Yet: Fiduciary Rule Update

Recapping the Department of Labor’s (DOL) recently approved 18-month extension of the fiduciary rule’s implementation date.

Listen
Changing the Climate of Target Date Funds

Learn how ESG-driven target date funds allow plan participants to align their investment strategy with their personal values.

Listen
Two Strategies for Tax-Efficient Portfolio Transitions

Creating a roadmap for changing portfolio positions.

Listen
How Can Financial Professionals Help Clients Manage Their Emotions?

SVP Al Barabro discusses what makes clients feel unprepared and what financial professionals can do to help them.