Financial planning is never a one-size-fits-all exercise because investors each have their own unique goals and definitions of success. Your plan will be different from your neighbor’s plan.
We've reached out to our network of financial advisors and have gathered best in class ideas, tactics and maneuvers used to navigate market cycles. These ideas are compiled here for you as a guidepost of suggestions.
Download a blank worksheet (pdf) that you can make your own during client onboarding and educational sessions based on your client's goals and risk profiles.
The sample is provided for illustrative purposes only and is not intended, nor should be perceived, as an investment recommendation.
We are always looking for feedback from our financial advisor clients to help us align with their needs. If you have an idea or suggestion to add to this list of tactics and strategies to navigate market cycles, please submit here. Note your submission is anonymous and will be aggregated with other feedback.
You are now leaving the AMG Funds web site: The link you have selected is located on another web site. Please click OK below to leave the AMG Funds site and proceed to the selected site. AMG Funds does not endorse this web site, its sponsor, or any of the policies, activities, products or services offered on the site, or by any advertiser on the site. AMG Funds has no control of the content or data shown on this site, and while AMG Funds has no reason to doubt the reliability of the data shown, its accuracy is not guaranteed. Furthermore, AMG Funds takes no responsibility for the accuracy or factual correctness of any information posted to third party web sites.
Thank you for your interest in AMG Funds.OK