Blog

Sep
04

For Young Investors, Cash May Be The Scariest Investment of All

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.”

-Ronald Reagan

By Jeanne Klimowski | Investor Education
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Aug
18

Regaining the Trust of Millennial Investors

Millennials are financial veterans, but they don’t even know it. After witnessing the dot-com frenzy and subsequent crash, the 2008 subprime mortgage meltdown, and the 2009 bull market, America’s largest generation is naturally skeptical of the boom-bust version of markets they have grown up on. While they have indeed seen a lot, what many haven’t […]

By Jeanne Klimowski | Advisor Communications
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Aug
12

Preparing Investors for Changing Market “Seasons”

Advisors know markets are cyclical, but many investors don’t. Learn how to coach your clients on this vital subject.

By Jeanne Klimowski | Investor Education
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May
17

Target-Date Funds: Don’t Take Your Hands Off The Wheel

Target-date funds are extremely popular with investors and are often the default choice in 401k plans.  In theory, target-date funds are a great idea; you pick the fund that matches your expected retirement date, and it takes care of details like asset allocation and rebalancing. It’s a simple option, like putting your investments on cruise […]

By Jeanne Klimowski | Investor Education
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Apr
04

Women Investors: Play to their Strengths

Many women are intimidated by finance, but a new study shows that those who participate in the market reap higher returns than men. SigFig conducted a study of 2.5 million accounts with over $350 billion in assets. The female account holders had a clear edge over their male counterparts. One possible explanation is that men […]

By Jeanne Klimowski | Investor Education
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Mar
20

The Bipolar Investor in All of Us

In the financial markets, either the sky is falling or we are living in a new golden age. At least that’s the way it can seem when your money is on the line and emotions are running high. When the market collapses and leading economists are on CNBC telling you that capitalism itself has died, […]

By Jeanne Klimowski | Investor Education
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