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.
Resources for Use with Clients
Videos
Would You Have Invested in 2020?
Unemployment skyrocketed. The stock market dropped more than 30%. The election was contested almost until Inauguration Day. Would you want to invest in the market?
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
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.
Volatility Client 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.
The Rewards of Long-Term Investing
The odds have favored investors who take a long-term approach. Historically, sticking to a long-term investment strategy has paid off with average stock market returns being mostly positive over time.
Source: Franklin Templeton
Long-Term Investors, Don't Let a Recession Faze You
Investors may be tempted to abandon equities when there is a heightened risk of a recession. But research has shown that stock prices incorporate these expectations and generally fall in value before a recession even begins.
Source: Dimensional Fund Advisors
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: Core Bank | Private Group
Tariffs and Stagflation
One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments?
Source: Dimensional Fund Advisors
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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Investing in Uncertain Times
Add your logo to this white-labeled presentation and share it with your clients.
Source: Dimensional Funds
Noise vs. Information
Learn how to differentiate from controversial, broadly distributed talking points and genuine information.
Source: Orion
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.
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.
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