Market volatility can feel like a roller coaster ride
We love a good time and stocks but wow … the ups and downs can give us nausea like an amusement park rollercoaster. While stocks are actually easier for retail America to buy than bonds, we think the volatility, which is a natural part of stocks, can be too much for some people at times, just like folks on roller coaster rides at the amusement park.
There are a lot of ways to get to a 5% return
As an illustration, an investor could get to a 5% return, slowly each other with a consistent investment such as bonds, or could get to 5% with a lot of market volatility along with ups and downs.
The client journey to their destination matters sometimes as much as the destination
At the end of the day, an amusement park want repeat customers rather than terrifying people that came for a pleasant experience. Managing client portfolios can often be like this as well. The journey matters.
