Equity Markets are at an all-time high. What does that mean for your clients?
Valuations in the equity markets are high, however, it's not because earnings are high. For most investors this means that their portfolios are performing very well at the moment. But this gives us pause for concern.
The traditional investor holds roughly 60% to 80% of their portfolio in stocks, leaving them vulnerable to big changes in the equity markets.
Our CIO, Peter Lieu, shares his concern and a brief perspective on the state of the equity markets in this short video.
Now is the time to protect your clients by booking a portfolio review.
What can you do to protect your clients?
With the markets over valued as they are right now, it is the perfect time to schedule a meeting to review your client's portfolio.
As your client's most trusted and valued advisor, you can help ensure that they are protected from an equity market correction.