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 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.
The Power of Diversification: Asset Class Returns
UPDATE
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.
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
Stay the Course
UPDATE
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.
Consider the big picture during periods of market stress
UPDATE
This chart illustrates the value of ignoring market downturns and staying focused on long-term goals.
Source: Vanguard
History Shows That Stock Gains Can Add Up After Big Declines
UPDATE
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
Market Declines and Volatility: Talking Points Slides
UPDATE
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.
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