At this week’s webinar, Fran Kinniry, CFA, who runs the Investment Strategy Group at The Vanguard Group, addressed rational expectations for the stock and bond markets. Though Kinniry expects stocks to outperform bonds over the long term, he said investors might direct more capital to fixed income investments based on trailing returns. Financial advisors must manage expectations of investors who fall victim to recency. Helping clients overcome such behavior is increasingly where advisors add value for clients. View replay of Mr. Kinniry's presentation and download the slides.

Friday, January 9, 2009: Scott Farnsworth, CEO of SunBridge Inc and founder of the Legacy Builder Network, tells advisors how to use an authentic approach to estate planning to make client relationships more rewarding and increase sales.

With so many clients and so much money in motion as a result of the financial crisis, advisors have a historic opportunity to capture new business. But you must communicate that you are trustworthy and capable. Mr. Farnsworth’s coaching programs are very successful and he will speak about his techniques at this session.

Mr. Farnsworth, who was named one of Financial Advisor Magazine’s “Innovators of the Year,” designs and delivers insightful, transformative workshops for professional advisors, and creates practical, imaginative tools that touch hearts and change lives. He is a certified Time to Think Coach and Consultant with nearly three decades of experience as an attorney and a Certified Financial Planner©.

Register now for that session.

At this week’s Financial Crisis Webinar, Mike McGonigle, director of Credit Research at T. Rowe Price Group, spoke about opportunity and risk in fixed income securities. McGonigle discussed how the unprecedented fallout of the financial crisis has opened opportunities in municipal bonds and investment-grade corporate bonds. These bonds have seen significant yield increases yet hold only moderate risk.
He said that until some stability comes to the financial markets, advisors should seek income protection rather than capital gains.

Though high-yield corporate bonds are yielding 18-percentage points more than 10-year year Treasuries, McGonigle says it is not time to venture into below investment-grade bonds. Historically, they rebound later in recessions and advisors can wait until the depth of the recession becomes clearer. If you missed the session, a replay is available, and you can download Mike McGonigle’s slide presentation here.
Friday, December 12, at 4 p.m. EST. Fran Kinniry, 
director of Investment Strategy at The Vanguard Group will talk about the outlook for capital markets and the advisor's role in delivering alpha to clients. Mr. Kinniry, a principal at Vanguard, will explain how advisors can put the 2008 market plunge in perspective for clients and optimize the odds for success in wealth management engagements. Register now for that session.