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.
Resources for Use with Clients
The Power of Time
Every year, the stock market endures historically tumultuous or surprising moments. In spite of this, investments in some specific asset classes, like the S&P 500, have statistically demonstrated growth over time. Watch this brief video to see how markets have historically rewarded investor patience and commitment. It’s only a matter of…time.
Investment Principles for Navigating Volatility
Amid market swings, it is easy to lose sight of the potential benefits of staying invested over the long run. While no one has a crystal ball, adopting a long-term focus and sticking with a plan can help investors look beyond the headlines. These slides provide perspective on markets, volatility, and investing. Source: Dimensional Fund Advisors
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, such as Tax Alpha Solutions? 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
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
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.
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.
Please consult with your Compliance and/or OSJ for usage requirements. No one should assume that the future performance of any specific investment, investment strategy, product, or non-investment-related content made reference to directly or indirectly in this material will be profitable. You should not assume any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Symmetry does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the occurrence of which would have the effect of decreasing historical performance results. Actual performance for client accounts will differ from index performance. Symmetry does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice.
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.