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Retirement & income · Video

When “Stay the Course” Isn’t Enough: Helping Clients Understand the Path Ahead

It pairs market-strategist commentary with client-behavior framing, which is the combination advisors often have to manage in client conversations during volatile periods.

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Summary

By the retirement & income desk

AllianceBernstein's Ken Haman speaks with AB chief market strategist Rick Brink about how behavioral finance intersects with advising clients through uncertain capital markets. The description frames the conversation around external and geopolitical shocks, longer retirement horizons, and advisors' role in helping clients resist short-term impulses.

  1. The discussion covers how behavioral finance intersects with today's uncertain capital markets.
  2. Shocks are described as emerging more often, which the description says complicates guiding portfolios for dynamic retirement plans.
  3. Longer lives mean distant finish lines and, per the material, no restarts.
  4. Advisors are described as needing to help clients overcome short-term impulses that may lead them off track.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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