Address your clients' most pressing concerns through our library of scenario-specific charts and talking points

Withdrawal Rates Thumb

Withdrawal Rates

How much retirement income can I take and still be confident that I won’t outlive my money?

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Strategies for Volatile Markets

Strategies for Volatile Markets

How can I take control of my investments in today's volatile markets?

Learn how

 


College Savings Solution

College Savings Solutions

How can a 529 plan help me save more for college?

Learn how

 


Asset Class

Asset Class Returns

Why is it important to diversify my investments?

Discover why

 


Sequence of Returns

Sequence of Returns

What impact will market volatility have on my chances of success?

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Individual Retirement Accounts Thumbs

Individual Retirement Accounts

Can my IRA provide a legacy for my heirs?

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Diversifying with Alternatives

Diversifying with Alternatives

Should I incorporate alternatives in my portfolio?

Discover why

 


Roth IRA Conversion

Roth IRA Conversion

What’s the best strategy for transferring my wealth to my heirs through an IRA?

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Equity Investing in Volatile Markets Thumb

Equity Investing in Volatile Markets

Why should I invest now, when markets have been so volatile?

Learn why

 


Interest Rates Drive Bonds

Interest Rates Drive Bond Returns

With interest rates so low, which bonds should I invest in?

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Investing During Uncertain Times

Investing During Uncertain Times

How can I meet my long-term goals if the market is in turmoil?

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Understanding Markets

Understanding the Markets

How should I invest following a downturn?

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Beyond Treasuries

Beyond Treasuries

How much, and how early, should I save for my child’s education?

Discover how

 


Market Cycles

Market Cycles

Should I stay invested when the stock market is so volatile?

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Cost of College

Cost of a College Education

How much, and how early, should I save for my child’s education?

Discover how

 


Long/Short Strategies

Long/Short Strategies

Should I invest in long/short strategies?

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Accelerate Recovery

Accelerate Recovery

How can my portfolio recover quickly from a market decline?

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Cashing In

Cashing In

Why shouldn’t I hold cash?

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Global Investing

Global Investing

Can global investing help improve my portfolio's performance?

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Inflation

Inflation

What do I need to know about inflation?

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Inflation Protection

Inflation Protection

If I’m worried inflation will increase, how do I protect my portfolio?

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