Symmetry Volatility Website
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.
In the Spotlight
Elections & the Market
Tools and Resources for Advisors
In election years, investors are often concerned about how the results might affect their portfolios. In 2020, add in a pandemic and market volatility and a hotly contested election, and for many investors, concern has tipped over into outright anxiety. To help you provide your clients with information and perspective, we’ve put together a variety of resources you can share to provide much needed (and calming) perspective.
Resources for Use with Clients
Videos
We Rise
If the 2016 election taught us anything, it’s that election outcomes can be unpredictable. No major network or poll predicted that Hillary Clinton would lose. If we learned anything, it is that polls provide unreliable guidance (for a variety of reasons), and pundits are fallible.
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
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.
Don't Panic
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.
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.
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
Market Declines and Volatility: Talking Points Slides
Perspective on how markets have fared after downturns and various past events.
Source: Dimensional Fund Advisors
Market risk and reward
Demonstrates the historical correlation between risk and reward, explains how particular portfolios have performed in certain markets, and show why investing requires patience.
Source: Vanguard
Stick with your plan...even when the market gets scary
This graphic shows clients abandoning your investment plan can be costly.
Source: Vanguard
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
Short-term volatility: What's your move?
The financial markets don’t like bad news. The current coronavirus outbreak is no exception, and many investors are tempted once more to “do something.” But in times of volatile markets, the best move of all for long-term investors is often no move at all.
Source: Vanguard
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 excluded or exempted from registration requirements. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Past performance is not indicative of future results. No one should assume that future performance of any specific investment strategy, product, or non-investment related content made reference to directly or indirectly in this material will be profitable. 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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