Search results for: volatility
In-Person Client Meetings Return as Pandemic Dims, Volatility Remains
A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.
US Workers’ Retirement Readiness Declines Amid Market Volatility
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the last study in 2020.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
529 Flows Dip to $1.5B, But Still Strong Amid Market Volatility
As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with $411 billion in assets, according to data from...
Alternatives Shine for Asset Managers Amid 60/40 Volatility
After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.
Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility
According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the lessons of past economic and market cycles.
Inflation Figures and Volatility Expectations Confront Investors
While supply chain bottlenecks have lasted longer than initially expected, LGIMA says it believes inventories will eventually catch up as demand moderates.
Institutional Investors Remain Confident Despite Renewed Volatility
They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual...
Volatility in Focus as Markets Swing on U.S., Global Headlines
It is always tempting for long-term investors to get caught up in weekly market moves, but experts continue to stress the importance of maintaining a strategic perspective and...
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
How COVID-19 Volatility and Near-Zero Rates Benefit Annuities
In the current market environment, safe assets simply do not pay what they once did, but that doesn’t mean annuities have become less attractive. In fact, on a...
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Could Market Volatility (or Recession) Disrupt Record M&A Activity?
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.
Investors Should Treat Coronavirus Effect Same As Other Volatility
“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that...
401(k) Investors Increase Trades Amid Volatility
Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Increased Volatility Projected for 2020, but No Recession
Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.