In turbulent markets, remain focused

Volatility in the financial markets is a constant. Over the long run, taking advantage of these changes in value is what most investors hope to achieve. Managing the shortterm swings, either up or down, however, can challenge even the most disciplined investor.

How are you guiding your clients in today’s volatile environment?

While the specifics of our guidance obviously vary by client, our recurring theme is: investment success is more likely to happen through thoughtful portfolio management. This means risk analysis, evaluating concentration, and leveraging quantitative and qualitative research. Volatility can muddle investor thinking. In our experience, a basket of investments hastily brought together during market swings can also bring with them unwelcome surprises: tax consequences, increased risk, lower returns and lost opportunity.

How can perceived opportunity really be risk?

In markets characterized by wide swings, investors can be tempted to sell at abrupt highs and buy at sudden lows. In so doing, they may end up with a collection of mismatched investments that run counter to their financial goals. And they may cash out on otherwise strong investments, eliminating the possibility of further long-term gains. While hindsight is always 20/20, in times of sharp surges and declines, it’s important to maintain a long-term view and focus on your primary reasons for investing.

To learn more about the Rizzo, Apple, Schneider, and Langbert Group, contact 561.694.5602 or email the.rasl.group@jpmorgan.com

Let us share our experience with you. When serious sums are at stake, we urge investors to seek professional advice. The Rizzo, Apple, Schneider and Langbert Group at J.P. Morgan Wealth Management works with clients in a synergistic way— every client can connect with any of our four Wealth Partners, benefitting from their diverse specialties and deep knowledge of risk analysis and portfolio construction. As a premium service team in partnership with J.P. Morgan, R/A/S/L clients enjoy a highly personalized wealth management experience along with access to the firm’s extensive resources.

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