Eric Schimpf

Ben Lewis - thanks for sharing this important resource. Some eye-opening stats here. More than half of planners think their clients are financially prepared for retirement, yet just 11% think they are emotionally prepared. Nearly 60% of planners indicate clients are only moderately prepared emotionally, and 5% believe clients are not at all prepared—indicating a disconnect between how we get ready for retirement. Important reminders that our role in helping clients with retirement planning goes further than just managing assets. It's great to see this focus on the emotional aspects that are key to a successful retirement by any definition!  #RetirementPlanning #FinancialAdvisors #EmotionalWellbeing #ClientSupport #FinancialPreparedness Financial Planning Association (FPA) Wealth Enhancement #retirement Journal of Financial Planning Finance of America

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Great insights! Our latest blog shares PMAM's constructive #outlook for 2026 and the key themes we are watching across #policy, #inflation and #fixedincome opportunities.

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John Roche, CFP, CETF, Head of RIA Distribution at Russell Investments, discusses how some RIAs are approaching custom model portfolios as they balance firm growth and portfolio oversight. https://lnkd.in/erq3zj9p

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Hear from Fidelity High Income Fund's portfolio managers on their perspectives for what drove the high yield market in Q2. https://lnkd.in/erriy5kY The portfolio managers shared that the U.S. high yield market saw increased volatility in the beginning of the second quarter following early April’s tariff headlines. However, a stabilizing macro and continued spread tightening in the balance of the quarter drove a +3.57% return. Looking forward, strong issuer level fundamentals, healthy market technicals, and above average credit quality could continue to create a solid foundation for the balance of the year.

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Great discussion with David Fox Fox and Ebrahim Poonawala at the BofA Securities Financial Services Conference this week. As an increasingly important growth driver for Northern Trust, Asset Management is accelerating product innovation and delivery – from the launch of 11 new ETFs last year to continued momentum across alternatives and custom SMAs. Our focus on strategic execution and operating discipline is laying the groundwork for continued growth and opportunity in the year ahead. 

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The portfolio managers of John Hancock Fundamental Large Cap Core Fund and John Hancock Fundamental All Cap Core Fund recently reflected on their journey to becoming a collaborative group of eight investment experts. Learn about their intrinsic value approach and disciplined framework at https://lnkd.in/eukYibn6 #CoreValueInvesting #InvestmentInsights #JFCIX #JLVIX #ManulifeJohnHancockProduct

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Funding higher education and saving for retirement are key financial goals for many clients. However, the path forward can involve prioritizing both. In celebration of #529Day, Michael Conrath, Chief Retirement Strategist, and Tricia Scarlata, Head of Education Savings, provide insights on achieving both goals through thoughtful planning and disciplined investing: https://bit.ly/3Z8RMdj

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