One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
October’s market volatility showed us signs that we may be in the late stages of the current bull market. Help your clients keep their emotions in check and prepare for more market uncertainty with these six steps.
As investors remain on edge, focused on the short term, it might be a good time to reach out and help them keep things in perspective. Use this chart with clients to help them understand the importance of staying invested long term.