Author: Matt Dallas
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Talking to Clients About Volatility

Most clients know that volatility is part of investing but understanding it and living through it are very different. Preparing clients for volatility is second nature to most advisors. What’s often overlooked is the other half of the job: being the steady voice that helps clients manage their emotions when markets test their resolve. Having… Read more
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Is Sitting on the Sidelines Really Playing It Safe?

2026 is starting out at full speed! Just in the first quarter we’ve seen AI bubble fears; Bitcoin crashing; US actions in Iran, Venezuela, and Ecuador; silver volatility; and the list goes on. Investing is scary and all of the negative news doesn’t make it any easier. The news outlets like to focus on attention… Read more