Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Reading Market Signals: Investment Strategy During Volatility
The Bucket Plan® On-Demand Series
29 minutes 44 seconds
5 months ago
Reading Market Signals: Investment Strategy During Volatility
When markets turn volatile, clients often start calling with questions and seeking answers. How you handle these conversations often determines whether clients stay the course or make emotional decisions that can hurt their long-term outcomes. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P, as he sits down with Stoyan Petev, Senior Vice President of Advanced Markets at C2P, and Mark Peterson, Director of BlackRock's Market and Portfolio Insights team, for an honest conversation about what's really driving market turbulence and how to navigate it effectively. From reading market signals that others miss to capitalizing on new income opportunities, listen to learn how to help guide your clients through uncertainty while positioning their portfolios for future success.Resources:* BlackRock Publication by Mark Peterson: Student of the Market (https://www.blackrock.com/us/financial-professionals/insights/student-of-the-market) * Financial planning process mentioned: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)Statistics:* Stocks have been up two years in a row (https://sherwood.news/markets/stocks-have-put-up-two-huge-years-in-a-row-but-just-how-rare-are-consecutive/)* The market experienced a 10% decline in two days in early April (https://www.janushenderson.com/en-us/offshore/article/taking-the-long-view-on-tariff-driven-volatility/), followed by a 9.5% rebound on April 9th (https://www.nbcnews.com/business/markets/stocks-unleash-remarkable-comeback-after-volatile-month-trump-tariffs-rcna204213) * Interest rates on the 10-year US Treasury bond exceeded 4% for the first time since 2007, marking almost 15 years (https://www.advisorperspectives.com/dshort/updates/2025/06/02/10-year-treasury-yield-long-term-perspective-may-2025) * Inflation peaked at 9+% in June 2022 (https://www.bls.gov/opub/ted/2022/consumer-prices-up-9-1-percent-over-the-year-ended-june-2022-largest-increase-in-40-years.htm) and recently dropped to 2.3%, the lowest level since February 2021 (https://www.cnbc.com/2025/05/13/cpi-inflation-april-2025.html) * There were 14 consecutive months when both stocks and bonds lost money (https://www.blackrock.com/us/financial-professionals/insights/new-approach-to-bond-investing) - unprecedented in investing history
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
