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Keyword: Volatility

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Help your clients keep their cool

Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of their holdings

High-income men more likely to be emotional investors

You have to make an effort to broach underlying anxieties your clients may have in order to help them stay the course

A new study suggests that millennials are the most confident in dealing with market volatility while those aged between 35 and 54 are the least ready

With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters

  • By: Paul Brent
  • February 1, 2016 February 13, 2019
  • 00:00

Remind them that market movements are cyclical

Some clients will worry more than others. Your job is to reassure them

Financial planners and advisors can manage volatile markets by employing a stop-loss strategy and having sufficient cash on hand in clients’ portfolios.

Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best interests. You should be discussing potential volatility when markets are stable

The guidelines are intended to help fund managers disclose the historic volatility of their funds on a consistent basis

Funds that invest in corporate bonds and other less liquid fixed-income securities are especially susceptible