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Volatility Resource Center

At times of heightened anxiety and volatility, gathering relevant information is important, as knowledge replaces fear, and promotes clear thinking. To help you provide your clients with information and perspective, we’ve put together the Volatility Website with a variety of resources—from talking points to presentations—you can share.

Check the site often as we will continue to update regularly.

Unfiltered Finance Podcast & Blog: Market Corrections & Crashes

Equities markets have gotten off to a decidedly ugly start to the year, as various indices flirt with correction, if not bear market, territory.  On the most recent episode of our Unfiltered Finance podcast, host Casey Dylan explores causal factors for market corrections and crashes from both an academic and practical standpoint with Dr. John McDermott, Symmetry's Chief Investment Strategist; Portfolio Manager, Panoramic Mutual Funds.

You can also read more about market correction in and share with  your clients our latest blog post, Market Correction…or “2022 Tech Wreck"?. 

HD Pic - Stock Market Corrections and Crashes

Resources for Use with Clients

Videos

Bear Market Planning

In this 1.37-minute video, Symmetry's Principal, Patrick Sweeny, reinforces the importance of sticking with your allocation policy during short-term market changes.

The Power of Time

This brief video shows how markets have historically rewarded: patience, diversification, and tilting towards factors of return—regardless of what was in the headlines. It’s just a matter of…time.


White Papers, Talking Points, Checklists, and Charts

Client Letter on Volatility
Client Letter- Russian/Ukraine Perspective

This letter can be used with clients concerned about recent market volatility

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Volatility Checklist

In uncertain times, it is more important than ever to step back and consider how market conditions as well as legislative/policy changes might impact your clients' long-term plans. Are there opportunities to implement more tax-efficient strategies? What about retirement savings or distributions? And are all their important documents up-to-date? This checklist includes many relevant topics to begin or continue discussions with your clients and may be customized with your own letterhead.

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Volatility Checklist Cover Letter Template

Use this companion piece to the Volatility Checklist to send to your clients. As with the Volatility Checklist, you may customize the content with your own letterhead.

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The Power of Diversification: Asset Class Returns

Helps explain the power of long-term diversification (as represented by the 60/40 stocks/bonds mix which provided more predictable returns over the last two decades vs. being in any one asset class.

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Smart things to do (that many won’t) in a down market

One of the most unsettling aspects of market downturns is the fact they are out of your control.

Source: Vanguard

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Stay the Course

It's difficult to maintain a positive outlook when the media inundates us with stories of economic doom and gloom every day. Before you begin reminiscing about how good things used to be, however, let's take a look back. Times haven't always been easy.

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Consider the big picture during periods of market stress

This chart illustrates the value of ignoring market downturns and staying focused on long-term goals.

Source: Vanguard

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History Shows That Stock Gains Can Add Up After Big Declines

A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and five-year periods following steep declines.
Source: DFA

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Market Declines and Volatility: Talking Points Slides

Perspective on how markets have fared after downturns and various past events.

Source: Dimensional Fund Advisors

Webinars
We also hold a number of webinars on investment and practice management topics—as well as periodic webinars for investors. To register for an upcoming webinar or watch a replay, visit our Webinar Page.

This material is for educational purposes and intended use is for financial professionals.

Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or exempted or excluded from registration requirements.  Registration with the US SEC or any state securities authority does not imply a certain level of skill or training. Symmetry charges an investment management fee for its services. All Symmetry fees can be found in the Symmetry ADV Part2A located on the website at  www.symmetrypartners.com. Past Performance does not guarantee future results. All data is from sources believed to be reliable but  cannot be guaranteed or warranted. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product,  or any non-investment related content, referred to directly or indirectly in this material  will be profitable, or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.

Please check with your firm’s Compliance and/or OSJ for usage requirements.

Copyright © 2022. Symmetry Partners. All Rights Reserved.
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About Symmetry Partners

Founded in 1994 by financial advisors for financial advisors, Symmetry offers a complete business solution with best-of-breed, Evidence-Based investment strategies, including PrecisionCore ETF Models. To help Advisors deliver a better client experience, we also provide marketing, technology and operational consulting and support.

Copyright© 2022 Symmetry Partners. All rights reserved

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