Latest Insights for Advisors

In a market filled with constant headlines, rapid shifts, and no shortage of opinions, it can be tough to separate what’s meaningful from what might just be noise. EXPAND’s Greg Bakke and special guest Mike McNurney, Executive Director, Investment Strategist for Janus Henderson, discuss several of the themes they believe are worth watching right now, offering perspective on where markets may be headed and what you should keep in focus amid ongoing uncertainty. 

Explore the complexities of today’s shifting economic landscape in this timely fireside chat between Greg Bakke, CEO of EXPAND Financial, and Tiffany Wilding, Managing Director and Economist at PIMCO.

Learn how to navigate market volatility with confidence in this timely session featuring Greg Bakke, CEO of EXPAND, and Jeromey Thornton from Avantis Investors. Discover how emotions impact investment decisions and explore practical behavioral finance strategies to stay focused during uncertain times. This conversation covers market trends and actionable tips to help investors avoid emotional mistakes and stay aligned with long-term goals.

Join Greg Bakke and Theresa Conti for a thought-provoking session on retirement plan committee meetings and fiduciary responsibility. Whether you are new to retirement plans and these meetings or simply want to gain new perspective and ideas to up your meeting game, you won’t want to miss this replay.

December 6, 2023

Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.