The stock markets are turbulent, again. Morningstar US Market Index reported a standard deviation of 13.2% for the last 12 months compared to 10.77% for 2021¹.

In the words of Rocky Balboa: The world ain’t all sunshine and rainbows. Yet as much as volatility is part and parcel of an investing journey, it is unnerving for customers.

Advisors have two options. Either they stay low and avoid customer queries or they step up actively to manage customer’s expectations and spot opportunities and risks for them ….