Reset your thinking for 2019
Stocks are forward-looking; investors should be, too.
Recency bias: A big risk to your clients this summer
With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals
Advisers should make the most of volatility for clients
Use stock market swings as opportunities to improve service to clients.