A Short- and Long-Term Review of the Power of Diversification
For generations, investors have looked to the financial markets to build wealth by participating in the growth of economies both near and far.
Keep Calm and Remain Diversified is a program created by financial advisors for financial advisors and their clients. We listened to advisors' biggest challenges and aligned with them to create this educational material that visually brings together some of their best ideas. We update the charts and edit constantly based on feedback that we get from our network of wealth management partners.
The first section is "Keep Calm," and explores ways to set expectations for investing, the merits of staying invested, and how thinking long term can benefit investors. The "Remain Diversifed" section extols the merits of diversification and risk management.
Bear markets are a normal part of investing. Predicting them is nearly impossible, but are you prepared?Read More
Do you know how often the market has returned it's historical average? You may be surprised.Read More
Missing as few as 10 days can significantly impact returns. Are you thinking long term?Read More
No one can consistently predict which asset classes will outperform.Read More
A diversified portfolio has historically provided a smoother ride for investors. Are you thinking beyond the S&P 500 Index?Read More
Most long term investors agree that the balanced approach of a diversified portfolio is a sound strategy. Are you properly diversified?Read More
Volatility always makes headlines. Which can make investing for the long-term a challenge.Read More
In this video, Kevin Cooper, Head of Portfolio Research at AMG Funds, provides a short- and long-term review of the power of diversification.Read More
Planning through market cycles is easier with our reference guide and worksheet to help you with tactical suggestions on how to improve your client conversations and focus on goals.Read More
Financial planning is never a one-size-fits-all exercise because investors each have their own unique goals and definitions of success. Your plan will be different from your neighbor’s plan.
We've reached out to our network of financial advisors and have gathered best in class ideas, tactics and maneuvers used to navigate market cycles. These ideas are compiled here for you as a guidepost of suggestions.
Download a blank worksheet (pdf) that you can make your own for use during client onboarding and educational sessions based on your individual client's goals and risk profile.
The sample is provided for illustrative purposes only and is not intended, nor should be perceived, as an investment recommendation.
We are always looking for feedback from our financial advisor clients to help us align with their needs. If you have an idea or suggestion to add to this list of tactics and strategies to navigate market cycles, please submit here. Note your submission is anonymous and will be aggregated with other feedback.
Diversification does not guarantee a profit or protect against a loss in declining markets.
You are now leaving the AMG Funds web site: The link you have selected is located on another web site. Please click OK below to leave the AMG Funds site and proceed to the selected site. AMG Funds does not endorse this web site, its sponsor, or any of the policies, activities, products or services offered on the site, or by any advertiser on the site. AMG Funds has no control of the content or data shown on this site, and while AMG Funds has no reason to doubt the reliability of the data shown, its accuracy is not guaranteed. Furthermore, AMG Funds takes no responsibility for the accuracy or factual correctness of any information posted to third party web sites.
Thank you for your interest in AMG Funds.OK