With 24 hour news, market analyses, and predictions of doom, financial advisors have a tough job "un-panicking" investors. That is why DALBAR created the The Un-panicking Investors Kit.
DALBAR has been studying investor returns for the past 25 years, bringing to light the negative investor behaviors brought on by emotions. We live in a world where information is at our fingertips and sometimes, the bombardment of too much information can lead to erratic behavior and panic.
DALBAR’s Un-panicking Investors Kit contains the following items to help advisors mitigate the panic of their investor clients:
For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.