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A conventional buy-and-hold strategy forces clients to endure short-term bouts of pain—sometimes more than they can stand. However, a recent Yale study found that adjusting equity exposure to volatility spikes can yield larger alphas and better portfolio performance. It may also prevent clients from bolting out of the market at the wrong time.
When markets get volatile, even the most level-headed of clients can panic. Be the voice of reason now and throughout the coming period with these communication ideas. You’ll earn your clients’ trust and loyalty for the long run.
Recent trade skirmishes between China and the United States are less about steel and soybeans, and more about who will lead global innovation in the 21st century, writes Wharton dean Geoffrey Garrett in this opinion piece.
Market volatility can leave clients questioning your value as their financial advisor. Refocus their attention on a long-term financial plan using software to model several presumptive scenarios. It shows your commitment to their financial health and automatically engages them in the planning process.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
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May 13–16, 2024