Due Dilly Podcast - How Financial Advisors Prudently Approach Emotional Investing

Listen on Apple Podcast

Register for our next Advisor IQ - CE eligible workshop here

In this episode, Nyle Bayer discusses April's MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 700 Financial Advisors and $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Throughout this episode, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve. 1:50 – Equities markets are discussed as to what's important, why it is essential, and what the potential impacts may be. 3:25 – Framing critical perspective by looking at the 1-year rolling return for the S&P 500 4:50 – What phase of the emotional cycle are investors in right now? How this selloff is different than all the rest. 7:09 – Fixed income markets are discussed as to what's important, why it is essential, and what the potential impacts may be. 8:00 – Why fixed income is not behaving like the typical safe-haven asset class 10:27 – How financial advisors can communicate about fixed income when it seems to be so confusing for retail investors 14:08 – Buy it or don't buy it? Will unemployment continue to be contained in the unskilled segment of the labor market and backfill quickly? 16:38 – Buy it or don't buy it? Will consumer behavior (70% of the US GDP) return to the way it was? 17:36 – Buy it or don't buy it? Is the next years' worth of economic data priced into the market? 19:13 – Buy it or don't buy it? Has the easy money already been made in the selloff? 22:13 – Making changes to the strategy – how a financial advisor can facilitate conversations with clients who want to change their strategy during a bear market. 24:48 – Proof of emotional anchoring 27:51 – What you hear all the time, but it is never true. Selling and buying at the wrong time. Follow HQR on Twitter @heliosqr Follow Nyle on Twitter @nylebayer Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel