Here’s sound advice for dealing with market volatility. Treat short-term losses as noise. Ignore them.Turn off the financial news. Stay the course.
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Highlights from a recent talk I gave at a retirement event for advisors, sponsored by Dimensional Fund Advisors
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Investing Insights Newsletter
Advisor Perspectives Articles
You want to prepare your clients by revisiting their investment policy statement, taking a hard look at their asset allocation and educating them about market volatility.
If you’re an advisor who lists one of your services as coordinating with your tax professional, you’ll find it especially difficult to compete with a CPA who offers one-stop shopping. No need for “coordination.” Don’t be lulled into a false sense of security. There’s trouble on the horizon for many advisors.