Is a sustained rise in the equity market a reason to head for the exits?
Market-timing is still difficult, and the risk of being wrong is high. Investors can make—but also lose—a lot of money trying to make such predictions.
The divergence of asset class returns can be a good reminder for investors of the benefits of diversification.
Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.
September was a tough market environment, with all major asset classes posting negative returns for the month. Considering the events of September and the third quarter overall, this is not that surprising.
Conversation starters: Help your clients have tough, but necessary, financial conversations with their families.
The markets have cycles and investors’ emotions do too. Help your clients be aware of the market cycle of emotions so you can also help them manage through them.