Guides

Focusing on what you can control, avoiding the emotional roller coaster and understanding risk are just a few of the timeless principles covered in this whitepaper on investing.

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. 

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. 

To help your clients and prospects overcome these challenges, we've compiled a list of common mistakes and guidelines.

Education professionals face specific retirement-planning needs to retire on time and with the income they require. As a financial representative, you can provide meaningful value by supporting these individuals as they prepare to retire. This whitepaper provides details and common strategies you can use to serve this unique demographic. This version has been updated with insight on how Social Security benefits may be affected.