Actionable insights on market volatility — and the path to recovery

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Even in times of uncertainty, some things are still clear. 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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Chart: Equities are rallying. But fewer stocks are driving recovery
While it’s true that equities have performed well, our latest chart shows that a small percentage of stocks lead the charge.

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Fixed-income market update
In this environment, how can bond investors generate income?

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Why active equity selection in a recovery is important

Trying to make big-picture bets may result in missed opportunities.

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Looking ahead by learning from past bond market recoveries

High-quality bonds stumbled early in the current crisis. But there are many reasons to expect them to rise in a down market — making them our fixed income investment of choice.

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8 factors that could change economies and markets forever 

The COVID-19 crisis could fundamentally reshape consumer and corporate behavior, as well as financial markets.

 

For investors: How to think about volatility

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Chart: Drawdown losses

Our latest chart illustrates why having a strategy to mitigate portfolio drawdowns is important.

 

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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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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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Optimizing resources after a layoff
Lend support to clients experiencing a job loss by taking a proactive approach.

 

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Just in: Expanded access to coronavirus-related distributions

Many people have suffered a financial loss as a result of COVID-19. Now, more may be eligible for coronavirus-related distributions (CRDs) from retirement accounts.

 

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Covid-19 legislation: What it means for individuals and small businesses

Walk your clients through a detailed review of federal support programs including paid leave, tax credits, loans and more.

 

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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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