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Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of May 18, 2020
Last week was a return to "normal" for advisor activities. Trading volume was close to the average seen in 2019. Advisors were neutral on risk - more risky and less risky investments were both near net zero in flows.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
This piece is approved to use with clients.
While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Client Experience
Market Downturn: Progress Report
This piece is approved to use with clients.
With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of May 1, 2020
Last week was closer to "normal," if we define normal as 2019 and early 2018 trends.
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!
Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!