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Compelling Wealth Management Conversations

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A Program Designed to Help You Engage with Your Clients

Compelling Wealth Management Conversations is a program designed to help provide philosophical and historical context and perspective to keep investors “buckled in” and stay the course during uncertain times (and when have times not been uncertain), while providing a framework to help identify the best opportunities going forward.

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Compelling Wealth Management Conversations

Ideas to help financial advisors guide client investment decisions and keep them on track.

Making the Case for Long-Term Investing

We believe in resisting the temptation to respond to events in the short run.

Conversation of the Week

30 years ago, the market experienced the worst single day crash ever. But the S&P 500 was still positive in 1987.

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Speaker Notes

Market corrections happen fairly often and even in the good years, including fairly significant intra-year declines in recent strong-return years like 2010 and 2012.

  • From 1982 to 2016, the S&P 500 Index has experienced at least a 5% intra-year decline (i.e., loss) in every year but one. The average intra- year decline over the past 35 years has actually been 13.9%.
  • But notice, equities have still posted positive returns in 30 of those last 35 years with annualized total returns over that period of over 12%.

So let's take a page from Warren Buffet, when asked by a CNBC personality in 2009 how it felt to have "lost" 40% of his lifetime accumulation of capital, he said it felt about the same as it had the previous three times it had happened.

The bottom line is, market corrections do not equal a financial loss... unless you sell.

Source: Bloomberg, 12/31/16. Calendar-year returns are price returns, meaning that they do not include the reinvestment of dividends. The index is unmanaged and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only and does not predict or depict the performance of any investment. Past performance does not guarantee future results.

Buffett Might Have Shortchanged His Prediction for the Dow

If history is a guide, Buffett’s statement may actually prove an understatement.

Long-Term Investing Isn't About Catching Waves

We believe the best strategy for long-term investors is to have a plan—and stick to it.

Happy 8th Anniversary to the Unloved Bull Market

We provide perspective on the 8th anniversary of the bull run that began March 9, 2009.

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Customize Your Compelling Wealth Conversations

Our website allows advisors to create and save custom presentations for their clients.

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Guiding Clients to a Financially Secure Retirement

Helping clients understand many important issues in retirement planning.

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Internet of Things: Investing in Disruptive Change

The Internet connectivity that objects can have today is bringing opportunities and disruption.

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