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How To Keep Clients Calm Amid Market Turmoil

By Cinthia Murphy

Here’s what they had to say:

Dan Egan, director of Investing at Betterment:
“We’re constantly working to educate our customers about the importance of staying focused on the long term. We address volatility often in our content and communications.

Yesterday, if a customer logged in, they were able to see a brief message that directed them to a blog post about what to do when the market drops.
It’s also worth noting that we do things like tax-loss harvesting automatically to help during times like these.”

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