Volatility

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

The company has experienced “dramatic increases” in new customers, call and trading volumes.

One former rep is responsible for more than 80% of the firm’s sales of the defunct LJM Preservation & Growth Fund.

Much of the confirmation hearing revolved around trading January spikes in GameStop and other stocks.

Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.