Diversifying Investments

Our research shows that, despite having access to a breadth of investment education resources, many participants do not fully understand basic investing concepts. Diversification is often cited as being a particularly perplexing concept.

The good news is, you can help! Pete the Planner has an engaging, yet informative, video about diversification that starts with the basics: the difference between stocks and bonds. Then, Pete helps participants understand what they need to know about diversification so they can think about it in term of their own retirement plans.  Share this video with your participants and help increase their knowledge of diversification. Increased knowledge can lead to increased confidence in retirement outcomes.