8 New Realities to Grasp as Stock and Bond Bears Roar Together

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There is never an easy time to be a chief investment officer at a national registered investment advisory and broker-dealer shop with more than 175 advisors, $13 billion in assets under administration and a sizable support staff.

Even when markets are flying upward, says Rob Brown, chief investment officer and senior vice president at Integrated Financial Partners, it is crucial for CIOs to help their advisors maintain a sober perspective and keep client portfolios on an even keel.

On the other hand, bear markets bring their own set of difficult challenges, especially when clients are experiencing substantial losses on both the bond and stock sides of their portfolios. According to Brown, the current environment of across-the-board losses is quite rare from a historical perspective, and it requires advisory professionals to respond accordingly.

In a recent interview with ThinkAdvisor, Brown offered some key points of insight to his advisory industry peers as they seek to confront this difficult moment in which inflation is soaring, interest rates are climbing, stock and bond prices are swinging and clients are wondering just what they heck is going on with their portfolios.

See the slideshow for Brown’s words of wisdom for navigating the markets in Q4 2022.

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