Helping clients set aside their emotions and focus on facts and figures when making decisions can be challenging – but so valuable. Here is a list of numbers and stats that may help bring perspective to your investment discussions with clients – and help them embrace the virtues of their inner math nerd.
The financial industry is full of sayings and strategies that seasoned investors like to fall back on. One that has been around a long time and continues to have legs is the old adage “Sell in May, and go away.” Is there any truth to it?
It’s easy to see why investors might feel defeated by the markets. But, if you take a closer look, there are silver linings to remind clients of, even during difficult market environments.
After the strong January and first two weeks of February, it shouldn’t be a surprise that markets paused mid-month. A snapshot of the month of February does a great job of reminding us of the benefits of diversification (though it cannot protect against a loss).
How much deeper and longer has the 2007-2009 market correction been than ones past? This is a question we hear a lot, especially from investors who are still “underwater” five years later. Our research indicates that there may be hope: markets have been through these dislocations before and if Mark Twain is right that history rhymes, there’s still plenty of potential upside in this recovery.
Economic outlooks are almost always driven by well researched, thoughtful assessments of potential market outcomes. Nevertheless, there are so many variables that can send a one year forecast sideways in a hurry.
While we always ask advisors their general market views in the Russell’s Financial Professional Outlook, this quarter we specifically addressed global investing, including sentiment on emerging and international developed markets, in a survey conducted between July 31, 2012 and August 14, 2012. It was an interesting exercise.