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"?.
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.
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.
This letter can be used with clients concerned about recent market volatility
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.
One of the most unsettling aspects of market downturns is the fact they are out of your control.
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.
This chart illustrates the value of ignoring market downturns and staying focused on long-term goals.
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.
Perspective on how markets have fared after downturns and various past events.
Source: Dimensional Fund Advisors
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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