Flat market returns did not necessarily mean low taxes for mutual fund investors in 2015. Make sure you’re prepared for some potentially tough conversations ahead.
Against a backdrop of modest, but positive, economic growth in developed markets, the global equity market selloff in January appeared oversold driven by investor sentiment.
What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How does your business compare to your peers? Calculate your Advisor Health Index | How have asset classes performed recently? Explore the Asset Class Dashboard
Emerging markets and commodities have held back diversified portfolios for quite some time. When might the tide change?
Equity markets this year have sent a strong message to investors: Investing for any one market environment successfully requires a crystal ball. If you haven’t got one, consider spreading your bets.
Market volatility has undeniably spiked in the first month of 2016 – but the Economic Dashboard shows the VIX is still within its typical historical average. That context may help your clients appreciate that the recent bout of volatility may have felt scarier than it really was.
Recent global equity market volatility aside, many investors may be falling prey to wealth-destructive, natural human behaviors. Make sure your clients aren’t among that group.
2015 was a challenging year for most investors and served as a reminder of the benefits of diversification, even though it doesn’t protect against loss.