Turning Volatility Into Positivity

The scenario is one that every advisor has faced: The market takes a tumble and clients are on the phone, wondering what's happened to their money, what the advisor is doing about it, and generally looking for assurance that all isn't lost.

Our new paper examines:
  • The behavioral causes of investing anxiety
  • How our human instincts work against us as investors
  • How advisors can fight these natural instincts and keep investors on track