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.”