Broker Check
Handling Bumpy Times with Confidence

Market Volatility Toolkit

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PHIL BLANCATO, CHIEF MARKET STRATEGIST

The Dos and Don’ts of Advice During Volatile Times

The current state of the market is on everyone’s mind and it’s tempting to want to DO something. Your clients may want to discuss portfolio changes as a way to mitigate loss. You may be second-guessing your own well-constructed plans. Before you do anything, get Phil Blancato’s advice.

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Featured Whitepaper
Stagflation: Should We Be Worried?

A stagflationary environment is particularly problematic for investors, harming both equities and fixed income. The prospect of stagflation’s return strikes fear into policymakers because there are few monetary tools to combat it. Here's what you and your clients need to know.

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MARKET ANALYSIS

Don't Panic: A Bull Case for Equities

Every month, AG Research publishes their take on the state of the market. Here’s the May issue.

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Client Emails

Keep your clients in the loop on recent market updates and expert commentary with these approved emails. You can find more emails like this with MyCMO.

NEW: Phil Blancato's Market Update Call from June 27
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Don't Panic: A Bull Case for Equities
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A Note on Inflation
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Take Emotion Out of the Market
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A Note Regarding Recent Performance
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A Note on the Yield Curve
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Handling Market Volatility with Confidence
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CLIENT LETTER

Don't Put All Your Eggs in One Basket

While you have probably spent hours on the phone with your clients in recent weeks, be sure to send a communication to everyone to assure them that you are monitoring their accounts. Here’s an approved client letter for your use.

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