Financial Advisor IQ: FAs Using Talk, Some ‘Action Steps’ to Get Clients Through Tariff Tumult

Financial Advisor IQ - Defiant Capital Group April 2024

As we shared in our 1Q25 Market Outlook (Navigating Tariffs, Volatility and a Slowing Economy), continued volatility remains likely. Our CIO, Jonathan Dane, spoke with Financial Advisor IQ about how we’re navigating these changes and helping clients move forward with confidence.

“Most of the advisors said they’ve mainly assuaged client concerns and done relatively little tinkering with investments. Dane said he is reminding clients that their portfolio was constructed with a purpose and that historical trends show that markets tend to more than recover from sharp downturns that land in the first half of a year.”

Read more: https://www.financialadvisoriq.com/c/4817884/638794?

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