Conversation Starters

Address your clients' most pressing concerns through our library of scenario-specific charts and talking points
Thumb: College savings solutions

College savings solutions

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

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Thumb: The cost of college

Cost of a college education

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

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Thumb: Hidden risks in your bond portfolio

Hidden risks in your bond portfolio

Do you have hidden risks in your bond portfolio?

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Thumb: Interest rates drive bond returns

Interest rates drive bond returns

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

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Thumb: Asset class returns

Asset class returns

Why is it important to diversify my investments?

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Thumb: Diversifying with alternatives

Diversifying with alternatives

Should I incorporate alternatives in my portfolio?

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Thumb: Strategies for volatile markets

Strategies for volatile markets

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

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Thumb: Accelerate recovery

Accelerate recovery

How can my portfolio recover quickly from a market decline

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Thumb: Withdrawal rates

Withdrawal rates

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

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Thumb: Sequence of returns

Sequence of returns

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

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What do I need to know about inflation?

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