Actionable Strategies for Maneuvering through Volatility

Heightened market volatility is likely to continue through 2020, your clients want to preserve capital, and you want your clients to stay invested in the market. This presentation will discuss the likelihood that heightened volatility is part of the new, new normal and will continue for a prolonged period.    Our presenter Ross Frankenfield, CFA and Strategy Director with Harbor Capital Advisors, Inc., will provide tools and sound rationale for navigating through these extended periods of heightened volatility when they happen - by helping you avoid problematic behavioral biases. Please join us for a robust discussion and actionable insights that will help you continue to implement strategies to help manage ongoing periods of market volatility for your clients.

Learning Objectives: (1) Volatility is part of the new, new normal; stay invested in the market, (2) Volatility can appear out of nowhere, leading to undesirable behavioral biases, (3) Market volatility will stay elevated given substantial economic, financial market, and central bank uncertainties, (4) Don't panic: resist the temptation to time the markets, (5) Consider conservative equity solutions that offer downside protection and a lower beta profile to navigate through volatility vs full beta passive strategies; (6) Keep perspective on the long-term attractiveness of equities and maintain diversification through choppy markets, and (7) Within fixed income, consider alternate sources of income and less interest-rate sensitive bonds. 

Level of Complexity: Intermediate

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Registration Fees:

FPA Chapter Members: N/C

Non-Members: $20

Advance Registration Required

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.