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Downward-trending markets mean you have a tough job ahead of you. Your clients expect you to hold on to their capital and make them a little money where you can. Buy-and-hold won't help you much. Demonstrate to clients that you can manage these kinds of markets by adding some elements of active management.
A good set of model portfolios can minimize the hours you spend on non-revenue-producing activities. Here's how one advisor systematized her investment management with the help of her broker-dealer's research department.
What if the bell curve no longer bulged? Portfolios have been built on assumptions that often do not ring true, contends this advisor, who believes historical probabilities are becoming less probable than before.
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