Broker Check

Protecting Financial Assets Survey

April 30, 2021

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1

There are many reasons for this change, but here are a few of the most impactful to keep in mind.

Pandemic worries
One reason for this shift is directly related to life before COVID-19. Nearly two-thirds of those surveyed believe protecting their financial assets and preparing for uncertainty are more vital to them now than before the pandemic. Additionally, roughly 45% of those surveyed believe the shift in priorities will last beyond the pandemic.2

Market Rally
This year, markets have experienced an odd phenomenon. Historically, if one sector lags, other sectors often come along that can buoy a portfolio. But recently, the broader market has been trending higher, which appears to benefit a variety of investing styles. This trend may create further uncertainty moving forward, causing investors to be more cautious than usual.3

What will the Fed do?
As the economy continues to improve, some believe it's only a matter of time before the Fed changes its monetary stance. Investors want strong growth, but at the same time, they don't want the Fed to raise interest rates if inflation increases for a sustained period. As always, it's impossible to predict what will happen, but many believe it will be difficult for the Fed to maintain its current strategy.4

What will you do?
Periods of market uncertainty are expected from time to time, but that uncertainty should not drive a "knee-jerk" reaction with your investments.

If you have any questions about recent market behavior or want to chat about protecting your financial assets during uncertainty, I'm here for you.

1., April 22, 2021
2., April 22, 2021
3., April 19, 2021
4., April 19, 2021

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.