Client Education – Advisor Education Center

Investing for Retirement
Identifying the best retirement investments to reach your goals.
How to Plan for College if Your Family Finances Are Changing
Balancing long-term financial goals takes careful planning.

Perspectives on China: Investment Opportunities, Regulatory Reform & More
AMG brings together unique insights and perspectives on China’s economy, regulatory environment, and investment opportunities.
Investing for High Inflation and Slow Growth
High inflation and slow economic growth are a concern for investors. Learn how to shore up portfolios.
College Planning
Help clients save for college now rather than borrow later.
Market Setbacks Don’t Need to Set Back Retirement Plans
Why current volatility does not warrant a change in suggested retirement savings strategies.
Retirement Savings
Get back on track.
529 Plans
How 529 Plans can benefit your clients.
Parents: 10 Tips to Save for College
Top tips to help parents save.
Investing Principles
The fundamentals you need for investing success.

Commodities: Investing in Our Everyday Lives
In commodity investing today, there’s the notion that it can present a risky venture – but is that really the case?

Alternatives: Allocation Theory vs. Investment Reality
Pullbacks in stock and bond markets illustrative the potential value of diversifying with a dedicated allocation to alternatives. But how big should that allocation be? And what should be held within it?
Tactical Opportunities in Municipal Bonds
Explore how municipal bonds could benefit investors during periods of high inflation.
Value Resurgent: Why the Style Can Keep Outperforming
Higher interest rates and moderating inflation support value stocks to outperform in 2023.

Market Volatility Resources
A list of resources to help your conversations with clients concerned about volatility.

2023 Multi-Asset Outlook
It’s not just equity versus fixed income anymore.
Active ETFs Shine During Volatile Market Cycles
Given their ability to adapt to changing market environments by leveraging bottom-up security research to uncover emerging value opportunities, Active ETFs continue to grow.
Could the Small- and Mid-Cap Slump Present Opportunity
Learn why small and mid-cap stocks may be poised for a breakout after the market downturn.
Miscalculations & Recalculations
The market lens of 2022 will be focused on the impact of political and policy miscalculations.
The 60/40 Portfolio
Market turmoil shines a light on 60/40 conundrum.
Weathering Market Swings
It’s impossible to know what the market will do but having a long-term plan in place can help avoid emotional reactions to market events.
Emerging Markets
Near-term uncertainty matched with long-term opportunity.

Investing with a Higher Purpose
Experience the world of ESG investing with Nationwide’s 360° virtual reality video.

Are Oil Majors Ready to Become Part of the Climate-Change Solution?
Oil Majors making pledges on the environment.
Analyzing ESG Factors for Risk and Opportunity
Why investors must account for ESG risk and opportunity considerations for companies.

Investing Tip: Don’t Forget About Management
Here are some ways to evaluate the governing policies of your investments.
Responsible Investing
Combining ESG with financial outcomes.
What Do Investors Know About ESG?
5 questions every advisor should ask their client.