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.
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"?.
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.
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.
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.
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.
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.
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.
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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