Speaking of Markets
Keep clients calm—and invested—in volatile markets
In market downturns, investors can be tempted to make drastic decisions out of fear or panic. Help your clients stay the course and achieve their long-term financial goals.
Staying invested can pay off: Despite losses on a year-by-year basis, the stock market has historically generated positive returns over the long term—demonstrated by every rolling 15-year period since 1970 in our analysis.
Put it into practice
Share these downloadable resources with clients to help them navigate uncertainty as markets shift.
Speaking of Markets investor presentation
Boost client confidence with insights from our top experts on the current investment landscape and strategies for navigating market volatility. Use this turnkey presentation, featuring proprietary research and data-rich visuals, for group events or for talking points in one-on-one client conversations.
Know the cost of cashing out
Help investors resist the the temptation to cash out—which can lock in losses and dash all opportunity to benefit from a market recovery.
Keep a long-term perspective
Help investors remember to prioritize their long-term plan during a market downturn.
Profit from patience
Educate clients about the market’s history of long-term growth—and the advantages of staying invested.
Resist short-term bias
Teach clients how staying invested through market downturns may help them take advantage of long-term growth potential.
Explore these complementary Practice Management programs.
Next Wave of Advice
Planning doesn't equal execution. 50% of clients implement less than 20% of the financial advice they receive. Take clients from good intentions to tangible actions with financial coaching—the future of financial advising.
Engaging Women Investors
With women on track to control $30 trillion of the nation’s personal wealth by the year 2030, engaging women investors is more critical than ever.1 Use this program to connect with women—and position your practice for success.
Contact us
Learn more about how we can help you,
your clients, and your practice succeed.
Advisor Services
800.564.6958
AdvisorServices@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
1 McKinsey & Company, "Women as the Next Wave of Growth in US Wealth Management," July 2020.
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