Surf the Shocks and Get Back in the Market: Revive Stalled Portfolios with 1-ClickTrade
Wealth managers and their clients have survived a lot of shocks together in the past few years. In a lot of cases, that’s because the advisors wisely decided not to rock the boat any more than necessary.
They opted to freeze their overall investment posture. No untested funds that could implode in the next twist on the economic roller coaster. No dramatic allocation shifts to capture sudden opportunities or evade emerging obstacles.