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Advisors reassess risk tolerance and rejig portfolios amid market swings

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A recent survey showed more than two-thirds of advisors believe more frequent rebalancing will be important as markets churn

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“When things are going to change, it’s always an opportune time to go back and re-evaluate,” says Dave Goodsell, executive director of the Natixis Center for Investor Insight. Mr. Smith says he thinks the shift to value from growth stocks has contributed to increased market volatility. Advisors should also reassess whether the investor’s portfolio is appropriate for the changing environment, he adds.

“It’s the concept of sell high, buy low – and that’s to respect the boundaries of where the client risk profile lives,” she says. “Quality of holdings will cushion the downside,” she says. “Quality businesses survive recessions; they still get beat up with pricing because everything gets sold off ... but sometimes there are incredible buying opportunities.”Simon Tanner, principal financial advisor with Dynamic Planning Partners at iA Investia Financial Services Inc. in Vancouver, says risk tolerance is something advisors are trying to gauge with clients continuously – especially as markets roil.

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Economics driven by fear & conjecture.. good times 😒

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