Actionable insights on market volatility

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In times of volatility, some things are still certain: investors need to continue to work toward their goals, and their trusted financial advisor is there to help guide them.

Advisors: Explore our top resources for investors followed by a curated section for you.

Latest market insights

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An intentional pause 

What we are experiencing now is a calculated economic shutdown, unlike other post-war recessions. But a swift policy response is helping to soften the blow.

 

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Playing defense: Allocating to equity in volatile markets

A systematic approach to establishing equity alloactions can help investors avoid making short-term mistakes. 

 

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Taking stock

Chief Investment Officer Colin Moore provides his perspective on current market and economic conditions. 

 

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Bond investing in uncertain times 

It will still take some time until we have clarity on the resolution to COVID-19. For bond investors, we believe the wise path is to be safe, but stay invested. 

 

For investors: How to think about volatility

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Tips for keeping a cool head and a long view right now

When stock market volatility shakes your confidence, don't abandon your strategy.

 

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How you can approach uncertainty and volatility 

In an environment of uncertainty and volatility, it becomes even more important to diversify.

 

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Chart: Time, not timing

Emotional decisions during periods of short-term volatility rarely pay off in the long run.

 

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Dollar-cost averaging 

Learn about a strategy for investing over the long term (that may help take the guesswork out of when to invest).

 

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Chart: Recovery after a downturn 

Historical examples show how long it has taken for the stock market to recoup losses. 

 

For advisors: Resources to help navigate volatile times

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Practical tactics to calm anxious clients

How to reassure investors: Advice from financial advisors, behavioral scientists and medical experts. 

 

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Understanding investor behavior and biases

View our resource library with tips on how you can help prevent your clients from making costly, emotional decisions. 

 

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How to maintain client connection in a time of social distancing

Consider these communication strategies to help your clients feel connected and reassured — even when you can’t meet with them in person.

 

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Take care of yourself while you’re taking care of clients

How do you build in time to take care of yourself during these uncharted times? Here's how to find balance in a time of social distancing.

 

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Now's the time to embrace new ways to communicate with clients

Remote doesn't need to mean disconnected.

 

 

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