October 15, 2014

What are the ingredients of a successful retirement outcome?

by Ravi Venkataraman, Senior Managing Director of Defined Contribution Institutional Platforms

Answering the question above is relatively simple. A good starting point is looking at what we refer to as the Retirement Equation: contributions + investment gains – withdrawals = total balance at retirement. We believe that by examining the three components of the Retirement Equation, one can discern the ingredients of a successful retirement.

October 10, 2014

Are you prepared for the expected?

by Doug Orton, Vice President of Business Development

I can't count the number of times in my life I have heard, seen or been told to prepare for the unexpected (not that I've actually tried to count the times). But you know what? Can we really prepare for the unexpected? Like an asteroid hitting your house? If you said yes, we need to talk, and soon. But in all seriousness, no, you can't.

September 30, 2014

Why does culture trump the 'power of one'?

by Michael Roberge, President and Chief Investment Officer

Top portfolio managers often make the headlines — whether their strategies perform well, or as we've seen recently, when they leave their firms. Their departures can be disruptive — whether it's perception or reality. Fostering "star managers" is a cultural decision — but it's not one that often works over the long term. The best investment cultures are built on humility, collaboration and mutual respect. There are no stars — only teams, equality and a healthy exchange of ideas.

September 26, 2014

Are your clients letting these myths affect their retirement goals?


By becoming aware of some common misperceptions investors have about retirement, advisors can help them plan for and pursue a more secure future.

September 12, 2014

Fall nuptials

by Vicky Schroebel, Director of Business Development

Did you know that October is one of the most popular months for couples to tie the knot?

Marriage presents an ideal opportunity to build your business as a family advisor. You likely have at least one valued client whose child or grandchild will marry this year. Marriage is a powerful opportunity to nurture your brand as a family advisor.