Educational Presentations and Materials
What Kind of Investor Are You? – Managing Market Volatility
Market volatility affects different investors in different ways. Identifying the type of investor you are and how you may react to market cycles may better help you separate good from bad decisions. In the current economic environment, four distinct investor biases have emerged. See which profile most closely mirrors... »»
What Type of Investor Are You? – A Checklist
This checklist is designed to help your financial advisor get beyond the surface to the things that drive you as an investor: your motivations, your hidden preferences, your biases. »»
Roth IRA Conversions in 2010
Why consider converting to a Roth IRA? Even though you owe taxes now on account balances converted to a Roth IRA, you may still end up with more for retirement. In many cases, a one-time tax bill at current rates is a small price to pay for years of tax-free investing. »»
Income Made Easier: Portfolio Construction for Today's Income Investors
Traditionally, income has come predominantly through fixed income investments like bonds and cash instruments, and was favored primarily by conservative investors like retirees who needed to draw from their assets. Today, income can come from stocks as well as bonds, international as well as U.S. investments, traditional as well as alternative investment strategies. Investors of any age, life-stage or goal may benefit from additional investment income. »»
Guide to Retirement: 2010 Edition
An investor presentation that highlights demographics, the market environment, saving for retirement, living in retirement and investing. »»
Client Analyzer Overview
The Client Analyzer helps you assess your clients’ retirement-funding status, and then maps each outcome to one of several advice profiles. The profiles include recommendations for specific actions you might take to increase the likelihood that your clients will achieve their retirement objectives. Use it to analyze an individual client — or your entire client roster. »»
Actionable Advice Profiles: Near Retirement
A look at potential action steps for low risk, moderate risk and high risk investors with less than three years to retirement. Where do your clients fall? »»
Investing (including mutual funds and ETFs) carries risk, including the loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and /or investment strategies described above may not be suitable for all investors. Investors should first consult with an investment advisor before investing. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon, tax liability and risk tolerance. When investing in managed accounts and wrap accounts, there may be additional fees and expenses added onto the fees of the underlying investment products. For a complete description of all fees, costs and expenses, please refer to the sponsor’s ADV Part II or Schedule H as applicable. Past performance is no guarantee of future results. Neither Envestnet, PMC nor its representatives render tax, accounting or legal advice.