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Clients may be reeling from the tariff shock to the markets. You can help your clients identify ways to shield themselves from the turmoil, and to find ways to position portfolios for the future. Our correspondent suggests five key directions.
The debate over tariff impact is causing uncertainty among automakers and putting American manufacturers in a difficult position, says Wharton’s John Paul MacDuffie.
ChartTalk: The whipsawing stock markets are setting nerves on edge. The two-day drop following President Trump’s tariffs announcement capped six weeks of declines. This chart compares that drop to others in recent years.
Extra—Advisor TalkingPoints: Your clients may be feeling overwhelmed by market news. They need to hear—and feel—calm from you. Our correspondent shares tips on how to talk now about the markets, the economy and the volatility we’re living through.
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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