Episode description
Episode description
Tune in to hear:
- From Michael’s vantage point, what did he observe during this recent market downturn?
- How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
- How can we better inoculate people against volatility before it happens?
- During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
- Why is mean reversion such a powerful force, particularly in US markets in recent years?
- What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?
Links
Connect with Us
The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.
Compliance Code: 2332-OAT-9/11/2024