As your clients prepare for the return to student loan payments — and the impact on their monthly budgets — here are a few things to keep in mind that can help make a smoother transition.
With FundVisualizer, you can compare funds, model portfolios, and share with your clients, anytime, anywhere. But how does it actually work?
This interactive demo shows you the key capabilities of FundVisualizer. You can click on each capability for a guided tour of how to use them.
With frequency and intensity on the rise, your clients may wonder how weather extremes could affect their financial futures. Here are a few things to keep in mind.
Enrollment in postsecondary education was declining in some areas even before the arrival of Covid-19. The pandemic accelerated the drop to historic levels, with undergraduate enrollment plummeting by nearly 500,000 in the fall of 2021.
Over five decades, trade between the United States and China has grown exponentially to become fundamental to both countries’ economies. The U.S. relies on China for imports more than any other country, while China has become one of the largest export markets for American goods and services.
For the 10th time in 13 years, the United States finds itself waiting for Congress and the White House to hammer out an agreement to raise or suspend the debt ceiling as the government inches toward a potential default. For clients who may be feeling unsettled, here’s a look at some debt limit basics that put the current situation in context.
Over the past several months, generative AI technology such as ChatGPT has been the subject of a great deal of speculation, much of it focused on its potential to transform businesses.
Over the past several months, generative AI technology such as ChatGPT has been the subject of a great deal of speculation, much of it focused on its potential to transform businesses.
High inflation, rising interest rates, and recession fears have made 2022 a difficult year. Although stocks have rallied in the final quarter as inflation has started to moderate, the view for 2023 is still uncertain.
High inflation, rising interest rates, and recession fears have made 2022 a difficult year. Although stocks have rallied in the final quarter as inflation has started to moderate, the view for 2023 is still uncertain.
When the Federal Reserve announced a 0.75% rate hike at its November meeting, some may have been left wondering when the intended effects of credit tightening will be felt throughout the economy. The Fed has raised rates at each of its past six meetings to a target range of 3.75%–4.00%, the highest level since January 2008.
The Inflation Reduction Act of 2022 includes updated tax credits for electric vehicle (EV) purchases and energy-efficient home improvements such as heat pumps and solar panels that may have your clients taking notice. However, the provisions can be somewhat confusing.
Months of rising inflation, higher interest rates, and slowing growth have left politicians, economists, investment professionals, and ¬— most important — your clients asking the same question: Are we in a recession?
After months of inflation concerns, your clients may have found comfort in July 2022’s monthly inflation figures, along with lower gas prices they are seeing at the pump. Even though the pace of inflation slowed in July, the annual inflation rate remains 8.5% — close to a multi-decade high.
As people returned to work and a host of economic factors took hold, 2022 is providing a reality check for tech investors. The sector is seeing massive sell-offs, and tech indexes are now firmly in bear market territory.
As if anyone needs a reminder of inflation’s impact on 2022, U.S. consumers continue digging deeper in their wallets as inflation hit its highest point in 40 years.
7 things you should know about investing in technology's new frontier
2021 has been another year of disruption. The pandemic has continued to affect lives, and supply-chain disruptions and inflation are having a far-reaching impact on the economy.
Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news.
Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
In the past, it might have sounded too easy to summarize a year by saying it’s been unlike any other. But 2021 has been a year spent navigating truly uncharted territory -- the second calendar year of the Covid-19 pandemic; the first months of the vaccine era; continued economic and social fallout from the pandemic; changes in political leadership; and the mainstreaming of new technologies.
American investors may be hearing varying messages about how long the current period of inflation may last and how much higher prices are likely to go. But they’re receiving a consistent message from one source — their wallets.
Interruptions in the supply chain have made scarcity a day-to-day business reality in 2021, impacting the availability of manufacturing components, finished products on store shelves, and the cost of everything from cars to books to new homes.
When the Covid-19 pandemic struck, millions of American workers found themselves out of work. Nearly 18 months later, the work world looks very different than it did pre-pandemic.
The American Rescue Plan, passed in March, made important changes to the child tax credit for 2021 that are now being felt in the pocketbooks of about 35 million families. Starting in July, eligible families began receiving hundreds of dollars in direct monthly payments that will continue through the end of the year. Families who struggle to pay monthly expenses will likely use the payments to cover bills, pay down debt, or build a safety net.
FundVisualizer has one of the most intuitive, easy-to-use interfaces to explore and compare ETFs, mutual funds, and indexes.
When a piece of digital artwork created by a little-known artist sold at auction for $69 million this spring, the technology suddenly became a hot topic of conversation well beyond those who track the latest crypto-related fads.
Whether you’re looking to replace a fund, or to complement an existing one in your client’s portfolio, FundVisualizer’s Explorer is a unique and dynamic tool to help you to discover those new investment opportunities.
2021 may be the year that cryptocurrency fully enters the mainstream. According to a recent poll from Newsweek, about 46 million Americans — or 17 % of the adult population — own at least a share of bitcoin.
The Biden administration recently introduced its $2 trillion infrastructure proposal, the American Jobs Plan, that seeks to invest in both infrastructure and jobs. Still far from a done deal, the sweeping plan has the potential to impact many parts of the American economy, including your clients’ investments.
Recent discussions and events have elevated the profile of student loan debt forgiveness — a development followed intently by the 45 million American borrowers who collectively owe $1.7 trillion in student loans.
Pick a fund you’re familiar with and use the Fund Explorer to find similar funds, ETFs, and indexes based on the same share class and Morningstar category.
FundVisualizer helps you get on board with socially responsible investments
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
The pandemic has created unforeseen and unimaginable challenges in 2020. As we anticipate the availability of vaccines and a "return to normal," how will the advisor-client relationship shift in the upcoming years?
Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news.
This most unusual of elections is taking place amid a backdrop of unprecedented uncertainty: an ongoing global pandemic and recession at home, an electorate more polarized and energized than ever, and an election outcome that may not be immediately clear.
Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.
As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.
As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.
Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.
Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?
Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions
In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs.
With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.
Since its launch in 2011, almost 40,000 advisors have used FundVisualizer to search for and compare mutual funds, including no-loads and ETFs; model portfolios, create client-shareable output, and most recently, “explore” similar funds to discover new investment opportunities.
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes from across the industry.
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
To save time, use the data import feature in FundVisualizer to quickly move your fund data from a spreadsheet directly into the tool.
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
Use the hypothetical tool in FundVisualizer to create custom hypos and model periodic contributions or withdrawals, before and after sales charge, or the frequency of a rebalance.
