Client Conversations

Speaking of Markets

You can’t predict the future, but you can prepare for it.

During times of sudden or severe market volatility in particular, investors can be tempted to make decisions out of fear or panic as opposed to working with their financial professional to ensure they stay the course toward achieving their financial goals. Speaking of Markets is designed to reinforce the relationship between financial professionals and their clients, helping them coordinate effective investment strategies to weather the ups and downs of unpredictable markets.

Resources To Use With Clients

Show your clients how fixed income solutions can play a range of vital roles in a portfolio.

 

Market volatility is a constant. Help your clients understand the market’s history of long-term growth and the advantages of staying invested.
 

Help your clients understand the benefits of staying invested when the market takes a dip—and how cashing out can result in unnecessary losses.

 

No single investment can safeguard portfolios from market volatility and provide growth potential. Show your clients how an asset allocation strategy can help protect them against market ups and downs.

Client Presentation

Speaking of Markets Presentation

For Individual Clients
 

For Retirement Plans and Participants

This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action. This information is not intended to reflect a current or past recommendation concerning investments, investment strategies, or account types, advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The opinions and commentary provided do not take into account the investment objectives or financial situation of any particular investor or class of investor. Please consider your own circumstances before making an investment decision.

All investments are subject to market risk, including the possible loss of principal. Past performance cannot guarantee future results.

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