Navigating in a Low Return Environment

Overview

There is rarely any dissension over the assumption that future investment results are shaped by present-day conditions. Underpromising, or assuming future returns will fall below historic averages, may appear unduly pessimistic. Yet, adversity is best confronted when it is expected. With prudent expectations and some guidance, your investment portfolio can have a foundation to overdeliver when the pendulum changes course. Explore pockets of opportunity to take advantage of what the markets have to give in a modest return environment.

Advisor Thinking