Help defend
your Schwab clients
from the worst
of market corrections
and volatility, today
and in retirement.
Schedule a call to learn how to add risk management
to your Schwab accounts
Dynamic risk management
is more important than ever.
Download these resources to learn how today’s investor should be managing risk.
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59% of employed investors said a major stock market drop would inhibit their ability to retire when they wanted, and 25% of those already in retirement said it would disrupt their retirement.*
The next rough patch doesn’t have to threaten your clients’ retirement plans. Our risk-managed investment strategies, available at Schwab, are designed to protect clients by:
- Smoothing the investment ride with a more direct path toward a client’s financial destination, tailored for time horizon and risk tolerance.
- Responding to changes in the market, allowing investors to capture gains and mitigate losses in a variety of sectors, asset classes, and geographies.
- Using multiple risk-management techniques that can keep portfolios out of harm’s way and build investment capital.
Schedule a call to learn how to add dynamic risk management to your Schwab accounts
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*Source: Michael S. Fischer, “Investors Worried About Market Downturn: Survey,” ThinkAdvisor, Jan. 30, 2018, https://www.thinkadvisor.com/2018/01/30/investors-worried-about-market-downturn-survey/.
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DISCLOSURE — Flexible Plan Investments, Ltd. is a federally registered investment adviser. This is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. Read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.