New Training Resource:
Help Clients Ease into the Market with Dollar Cost Averaging on ESI Illuminations
During times of market fluctuation, investors may choose to take money out of the market and put it “on the sidelines.” In addition, clients with money to invest might hesitate and feel concerned over investing a lump sum in a down or volatile market.
Dollar Cost Averaging can help provide a solution for these concerns. It provides a way to build a client’s investment holdings over time by investing a specific dollar amount in specific intervals.
A Dollar Cost Averaging strategy is available for Investment Advisors in ESI Illuminations accounts – click here to learn more about combining the Dollar Cost Averaging strategy with the professional money management of the ESI Illuminations platform.
Note: Want to build awareness about dollar-cost averaging? Integrate the topic into your social media posts! Simply search for posts tagged “Dollar-Cost Averaging” in the Hearsay Content Library.
Updated Material
Our Meet the Strategist bifold provides all the comprehensive information regarding ESI Illuminations Strategists and their portfolios. Recently updated, you’ll find the document on the Illuminations site. Click on the Platform tab, and you’ll find it under General Resources. If you’re looking for hard copies, it’s available in Merrill for ordering under catalog #102764.
TC115195(0620)1