Clients are always finicky when volatility strikes, and with today’s announcements about falling markets, Lehman Brothers’ bankruptcy and Merrill Lynch’s being taken over by Bank of America, they may be even more so. Advisor.ca has combed through its database of articles and compiled the most relevant ones here in one easy-to-read file.
Legally speaking: Volatility, prepared clients and opportunity
Harold Geller’s new column. Advisors who have clients with currency or sector risk should or will have specifically canvassed clients with exposure to these risks and addressed them during the planning process. These advisors will also have warned their clients, particularly, in plain English and in writing, to anticipate significant market volatility. The risk and volatility that are now so predominant have long been anticipated. Read more.
To Clients: Stay invested long-term
The argument in favour of long-term investing isn’t new, but it’s a story that occasionally bears repeating. Use this customizable template letter to touch base with your clients about the ebbs and flows of the markets. Read more.
To Clients: Portfolio rebalancing
Show clients that you’re proactive about their investment portfolios by sending them this customizable template letter. Read more.
Can bankrupt banks put your client at risk?
The question most likely on your clients’ minds: What is the potential of the Wall Street crisis spreading to Canadian banks? Read more.
Print this package: Blended returns
Last month’s special report focuses on creating the right asset mix for troubled markets. To download and print this special feature, click here.
Talking to your clients about uncertain markets
Unsettled markets mustn’t be a barrier to having that very important client conversation about finances in retirement. It is true that the economic and financial market news at the moment is difficult to digest and, on the surface, even more difficult to act on. But when you step away, it isn’t that different — or that much more difficult — than at any other time in the past several decades. Read more.
(09/15/08)
