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Our Commitment to Advisors

As a committed partner for more than 20 years, we strive to provide ongoing resources and expertise to advisors. Our priority, above all, is helping advisors manage real-world risks and meet the needs of their clients. Through our broad array of thought leadership, practice management tools, and ultimately, our investment products, we are able to find solutions that best fit your practice.

Resources for Financial Advisors

We understand how important it is for you to actively monitor the environment and deliver solutions that address the real-world problems investors are facing. Learn more about our truly active investment approach, and access useful tools and resources on topics that matter most to you and your clients.

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Resources for Retirement
Plan Advisors

In a retirement landscape that is full of new challenges, your clients rely on your expertise as the environment changes. Learn more about the tools and resources we offer to take a proactive approach to retirement.

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Insights for Financial Professionals

September 01, 2015

“Safe” Can Be Risky

The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy.

August 26, 2015

Five Ways to Improve Employee Savings and Participation Rates

It’s no secret that the United States faces a bubbling retirement crisis. Evidence to support this conclusion is everywhere. For example, according to EBRI, 43.3% of Early Baby Boomers are expected to fall short...

August 25, 2015

Our Perspective on Recent Volatility

Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days.

August 24, 2015

Required Minimum Distributions from IRAs

Many retirees have large IRAs that grow in value over years of saving and investing in qualified retirement plans. However, the government is seeking the tax revenue from lifetime earnings that have been deferred in IRAs throughout their working years.

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