Thinking "Smarter" in the New Environment

By Adam Patti via

Managing risk is vital—in every area of life. Managing that risk before a crisis hits is even more critical.

A home fire can wipe out what is probably the largest investment of your lifetime, reducing that value to nothing but a pile of ashes. But installing a smoke detector not only protects your home and your cherished belongings, but also saves lives.

As an advisor, you know the same is true for your clients’ investment portfolios. A well-diversified strategy has the potential to help manage market volatility.

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