Market Events

Speaking of Markets

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

During times of sudden or severe volatility in particular, investors can be tempted to make decisions out of fear or panic as opposed to working with their advisor 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 for Financial Professionals

Presentation

SOM Advisor Presentation

Resources To Use With Clients

HANDOUT: STAYING INVESTED

SOM Staying Invested Handout

HANDOUT: KEEPING THE RIGHT PERSPECTIVE

SOM Keeping the Right Perspective Handout

HANDOUT: PORTFOLIO REBALANCING

SOM Portfolio Rebalancing Handout

PRESENTATION FOR FINANCIAL PROFESSIONALS WORKING WITH INDIVIDUAL CLIENTS

 
SOM Presentation

PRESENTATION FOR FINANCIAL PROFESSIONALS WORKING WITH RETIREMENT PLANS AND PARTICIPANTS

 
SOM DC Presentation

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

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