Market volatility is a challenging and critical topic to discuss with your clients. However, it also presents an opportunity for you to reconnect or proactively reach out to share relevant information that can help you and your clients prepare for what’s ahead. When having that market volatility conversation, it’s essential to understand what is happening in the market, why it’s happening, and what it means for your clients and their long-term investing goals. It is also important to consider how your clients feel during uncertain market times, and discussing topics such as rebalancing may make sense. Consider this information as you have these timely discussions and as you’re constructing portfolios for your clients.
A worsening of the U.S.-China trade dispute will likely cause volatility in the period ahead, reinforcing the importance of selectivity.
We believe a sound approach is to shift focus away from short-term trends and focus on a long-term strategy.
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All investments are subject to market risk, including the possible loss of principal.