The market has been all over the place lately and it’s hard to guess what investors will do or why.

In a recent article, Morgan Stanley shared what they see as the Top 5 Mistakes Investors Make in a Market Sell-off.

  1. Panic selling
  2. Go into cash – and stay there
  3. Grow overly confident and make poor choices
  4. Dig a hole trying to make up for losses or poor choices
  5. Forget to rebalance

Read the full article for more detail but keep these in mind when talking with investors. Find out where they’re at and meet them there. Discuss market volatility, your outlook and strategy. Share your approach, market behavior over time, etc.  

Use these times as opportunities to connect with your investors and solidify your relationship as trusted advisor.


For more tips and insights read our special report, Addressing Investors’ Emotions.