Put markets in perspective

“History doesn’t repeat itself, but it often rhymes.”
-Mark Twain

Use our monthly Student of the Market to:

Understand current markets
Stay on top of changing market environments by learning from their historical parallels.
Provide perspective to clients
Utilize our insights to effectively counsel clients and prospects as they consider making short-term reactions to their long-term plans.

Student of the Market

Share key market and portfolio insights with your clients. This month we cover timely topics such as:

1) Strong August performance
2) Largest U.S. stocks are driving performance
3) Bond fund inflows skyrocket

Download the September 2020 edition Download the September 2020 edition

Want more client resources for tricky markets?

Icon Volcano
The Psychology of Investing program provides the tools to help you coach clients through the common, emotion-driven pitfalls that investors may face.
Icon Binocular
Our library of client conversation starters provides key insights to help support you through tough client discussions.

Icon Arrow
Our scenario tester helps you anticipate the risks to your client’s portfolio in different market scenarios, to better prepare for the unexpected.
Advisor Quarterly (AQ)
Learn about the latest market and portfolio trends from our experts.
Explore now Explore now
Advisor Quarterly (AQ)