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The key challenge facing advisors this year has been to keep their clients invested and focused on their long-term goals. That challenge came about when we saw a steep market decline in the first quarter followed by a strong rally. Now, the dissonance between market valuations and an unhealthy economy is leading many to question whether their financial plans and asset allocations will withstand the next round of volatility.
By Advisor Perspectives4.1
2121 ratings
The key challenge facing advisors this year has been to keep their clients invested and focused on their long-term goals. That challenge came about when we saw a steep market decline in the first quarter followed by a strong rally. Now, the dissonance between market valuations and an unhealthy economy is leading many to question whether their financial plans and asset allocations will withstand the next round of volatility.