We asked Matt Zenz to narrate a 10-minute presentation on recent market volatility. If you’re our client, some of this will be repeat information for you, but it could prove helpful as a refresher.
Feel free to share it with others who could benefit from the long view perspective. It’s easy for investors to be influenced by the noise in the world. This short talk might be just what they need.
Data shown do not represent the results of actual client assets during the defined period. The results shown represent hypothetical returns of $1 invested over the period. HIG’s equity model discussed was approved by our investment policy committee 12/08/2021. In an effort to compare apples to apples, the index or model performance stated does not account for cash flows, trading costs, trading impact, or advisory fees. Note that any hypothetical returns shown will be reduced by advisory fees and other expenses incurred in the management of a client’s account. Discussion of HIG’s advisory fees for new clients is linked here, and overall fees are described in our brochure linked here. The data presented uses historical data provided by third parties. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Consult a professional before implementing an investment strategy.
