Resource · Investing
The Volatility Playbook
The long view on volatility: history, behavior, rebalancing, and the moves that actually help.
Staying invested is simple in theory and hard when markets are falling. This playbook shares the framework we use to help clients stay on course through volatile markets.
What’s inside
Volatility is the price of admission
Why the long-term average return is a destination, not what any single year feels like.
Up years and recoveries
What the historical record shows about positive years and the returns that followed past declines.
Time in the market
Why missing a few of the strongest periods has been so costly in the past.
Zoom out
How the time frame you watch changes how the market feels.
Diversify globally
Why owning many countries has made more sense than trying to pick the leader.
Behavior traps and our commitments
Four habits of mind to watch for, and five things we do for you when markets are volatile.
Keep it for the next downturn
Download the playbook and revisit it when the headlines get loud. Past performance is no guarantee of future results.
This content is for informational purposes only and is not individualized advice.