Nerds Eye View at Kitces.com
Study Affirms Majority Of Advisors’ Clients Downplay Daily Market Fluctuations And Undue Focus On Short-Term Volatility
Financial advisors are so often focused on getting clients to save and invest, and keeping them invested (including and especially through times of market volatility) as a way to add “advisor alpha”, a recent DataPoints study of nearly 1,600 investors who are actual clients of financial advisors provides a positive affirmation of these client outcomes