No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Wall Street Watch: It would be nice if we could just get this market over. But first, it seems, we've got to snap out of the "shocked disbelief." We offer some help on that front with our weekly round-up of links, charts, and some video humor.
Times like these call for a mindset change. So we look to the sage advice of Napoleon Hill and turn back to face the winds of adversity.
No two advisors address market turmoil in exactly the same way. Whether you're making big shifts in client portfolios, slight modifications, or just doing some hand-holding, here are ideas from other advisors on how to manage this important moment in history.
When clients and prospects are looking for answers, that's your opening to talk about market-neutral portfolios. Take this advisor's approach and you'll remove market risk, allowing you to focus on risks you can assess and improve investment performance.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025