Market Volatility Toolkit
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.
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.DOWNLOAD
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.
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.
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.
Want to learn more about Ladenburg Asset Management and Advisor Group Research?
Let us know.