A Rules-Based Approach to Managing Risk in Volatile Markets If nothing else, this year has highlighted one very important fact – as advisors, we have to plan for the unexpected. The extreme circumstances and resulting market volatility that has occurred over the past ten months is unlike anything our clients have experienced in their lifetimes. With uncertainty and market volatility comes a lot of client emotion – mostly fear. Minimizing risk and staying invested has been a focus across the board. Having a repeatable, rules-based process is vital.
This webinar provides tips and benefits to keeping clients informed by clearly defining risk objectives and sticking to your plan and process – whatever that process may be. Cabana Asset Management CEO Chadd Mason will share how his RIA has navigated through recent market swings by taking the issue of market timing out of the equation. Learn more. Topics covered in this webinar include:
How identifying client goals on the front end and managing their expectations can keep them invested – benefiting both client and advisor. How avoiding large losses can outweigh the benefits of big market gains over time. An introduction to Cabana’s new Target Drawdown Series of ETFs, which provides a simple, transparent, and easy-to-understand investment designed to capture upside in positive markets (with no ceiling), while aiming protecting downside (to a predetermined percentage) when times get tough. CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 