If nothing else, this year has highlighted one very important fact – as advisors, we have to plan for the unexpected. The extreme circumstances and resulting market volatility that has occurred over the past ten months is unlike anything our clients have experienced in their lifetimes. With uncertainty and market volatility comes a lot of client emotion – mostly fear. Minimizing risk and staying invested has been a focus across the board. Having a repeatable, rules-based process is vital.
This webinar provides tips and benefits to keeping clients informed by clearly defining risk objectives and sticking to your plan and process – whatever that process may be. Cabana Asset Management CEO Chadd Mason will share how his RIA has navigated through recent market swings by taking the issue of market timing out of the equation.
Topics covered in this webinar include:
- How identifying client goals on the front end and managing expectations can keep individuals invested – benefiting both client and advisor.
- How avoiding large losses can outweigh the benefits of big market gains over time.
- Reasons to adopt a process that you can fall back on when things are uncertain and scary.
- An introduction to Cabana’s unique “Target Drawdown” investment approach, which is implemented in a series of risk-based, all-asset investment solutions designed with the primary goal of minimizing emotional mistakes and investor fear in volatile markets.
This material is prepared for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed reflect the judgement of the author, are as of the date of its publication and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
Cabana LLC, dba Cabana Asset Management (“Cabana”), is an SEC registered investment adviser with offices in Fayetteville, AR and Plano, TX. The firm only transacts business in states where it is properly registered or is exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding Cabana, including its fees, can be found in Cabana’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov/.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
G. Chadd Mason
CEO and Lead Portfolio Manager
The Cabana Group
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com