Navigating Uncertainty
Inspiring Client Confidence during Tough TimesVolatile markets can have you fielding phone calls from panicked clients and cause even the savviest investors to derail their retirement portfolios. Our advisory annuities can help clients feel confident about staying the course when times get tough.
Constructing a portfolio from a wide variety of investments allows you to create a plan that can help reduce the portfolio volatility that concerns clients. Click the link below to show clients how investing across a variety of major assets classes and styles can give investors a smoother ride.
If clients still feel uneasy about riding out turbulent markets, the following recent study from J.P. Morgan may convince them to stay on track with their investment strategies. The study demonstrates how emotional financial decisions have caused the results of individual investors to considerably lag the return of broader markets over a 20-year time span.
As you know, when investors try to time the market, it rarely results in a positive outcome. But when emotions kick in, they may insist on jumping out when markets go south and jumping back in when markets normalize. Use the hypothetical scenario below to show clients how getting out of the market during a downturn could result in potentially missing that all important uptick—setting their portfolio back significantly for years.
So, what more can you do to relieve clients’ anxieties when markets are volatile and traditional retirement-income strategies are underperforming? Consider allocating a sleeve of your clients’ assets to an annuity. Our advisory consultants can share more tools and provide insights into how to help clients stay focused on the big picture and stay invested in pursuit of their long-term goals.
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