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ReachOut.LG

Reach out

Prospecting for new plan sponsors is a critical component to success. Here are some tactics to help you expand your outreach efforts to other centers of influence.

Time flies

There just aren’t enough hours in the day to get it all done. If you’re constantly in search of that elusive 25th hour, perhaps you should consider time blocking.

Emotional rescue?

The bull market is being hailed as the longest in history. But will the good times last forever? What will you do when the road gets rocky?

Active vs. passive: It's not binary

The active vs. passive management debate is not a binary decision. Rather than focusing on labels, astute goals-based investors should step back to determine how to assemble various strategies in a portfolio.

Be a scientist

Claude Lévi-Strauss, the father of modern anthropology, once noted, “The scientist is not a person who gives the right answers; he’s the one who asks the right questions.” Advisors might be advised to follow suit.

Strategic beta how-to

Strategic beta, aka smart beta, has been getting a lot of ink recently. But investors still have questions. Here’s a primer on how to incorporate strategic beta into a portfolio.

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An investor should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about funds can be found in the fund’s prospectus, or, if applicable, the summary prospectus. To obtain a copy, visit the ETF prospectus page or Mutual Fund prospectus page. Read a prospectus carefully before investing.

Investments involve risk including possible loss of principal. The value of the equity securities in which the fund invest may decline in response to developments affecting individual companies and/or general economic conditions. Dividends are never guaranteed. International investing involves special risks, which include changes in currency rates, foreign taxation and differences in auditing standards and securities regulations, political uncertainty, and greater volatility. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. You may lose money by investing. There are no guarantees the funds will achieve their investment objectives and strategies may be unsuccessful.

ETFs have the same risks as the underlying securities traded on the exchange throughout the day. Redemptions are limited and often commissions are charged on each trade, and ETFs may trade at a premium or discount to their net asset value. There can be no assurance that an active trading market for shares of an ETFs will develop or be maintained. The ETFs are not actively managed and may be affected by a general decline in market segments related to the Indexes. The ETFs invest in securities included in, the Index, regardless of their investment merits. The performance of the ETFs may diverge from that of the Indexes. 

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Victory Capital does not endorse and is not responsible for any ads, content, products, advice, opinions, recommendations or other material of third party sites that may be promoted via advertising within social media properties.

This material does not constitute a distribution, offer, invitation, recommendation, or solicitation to sell or buy any securities; it does not constitute investment advice and should not be relied upon as such.  Investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

Mutual funds distributed by Victory Capital Advisers, Inc. ("VCA"). ETFs distributed by Foreside Fund Services, LLC. Victory Capital Management Inc. is the adviser to the VictoryShares ETFs and Victory Funds. Victory Capital is not affiliated with Foreside Fund Services, LLC.

For specific questions about your account or other customer-service related inquiries, please contact Victory Capital directly.