Investors, Advisers Foresee Increased Volatility
Both groups have become less optimistic since the start of the year, according to Nationwide.
Tag: market volatility
As Bull Market Ages, Coaching Investors on Volatility Remains a Must
Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious issue.
Americans Worry About Running Out of Money in Retirement
CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.
For Millennials, Market Volatility Can Bring Opportunity
While workers with nearer retirement dates fret stock market volatility, Millennials have the chance to buy discounted shares and enjoy compounding returns.
Investment Managers Foresee a Bumpy Upward Ride in 2019
Despite a global economic slowdown and increased trade tensions, most major asset managers are not predicting an imminent recession—instead they are urging clients to embrace diversification and stick to long-term strategies.
Pension Plan Glide Paths Need to Evolve
As funding status improves, it is important for most employers to take pension investment risk off the table and move to liability-driven strategies.
Institutional Investors Expect the Bull Market Will End in 2019
They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.
Americans Reporting Feeling More Exposed to Market Volatility
And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.
Helping Participants Brace for Market Volatility
The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
Investors Better Prepared for a Downturn, Advisers Say
They have also become more inclined to work with an adviser since the Great Recession of 2008.
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Workers Are Comfortable, Yet Concerned Over Stock Market
An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings.
Advisers See Investor Reaction to Market Volatility as a Challenge
Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.
Health Care Expenses Are Americans’ Biggest Retirement Fear
Paying off debt is their second greatest fear, Franklin Templeton found in a survey.
Investors Want to Discuss Risk and Retirement Income
While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.
Analysis Offers Perspective for Long-Term 401(k) Investing
EBRI's longer-term 401(k) account balance statistics offer hope for participants to help them withstand market volatility.
Institutional Investors Had Diversified in Anticipation of Volatility
Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.