Blog
Feb 18, 2024
Introduction
Volatile markets can test even the most level-headed investors. Dramatic price swings often lead to panic selling or overtrading, which can hurt long-term returns. But by employing a disciplined approach and leveraging modern analytical tools, you can navigate bumpy markets with greater confidence.
Why Volatility Happens
Macro Events: Economic data releases, geopolitical tensions, and policy announcements.
Market Sentiment: Fear and greed can rapidly sway prices.
Speculative Activity: High-frequency trading and leveraged bets amplify price swings.
Proven Strategies to Cope
Stick to a Plan
Set clear targets for buying, selling, and rebalancing, and resist knee-jerk reactions.Revisit Asset Allocation
Holding a balanced mix of stocks, bonds, and alternatives can reduce the impact of market shocks.Automate Where Possible
Automated triggers can execute trades based on rational conditions rather than emotional impulses.
Data Insight
According to Vanguard, investors who stayed invested during the 2008 downturn recovered faster than those who tried to time the market and missed rebound days1.
How Surmount Wealth Does It Better
Surmount Wealth’s automated risk management tools monitor volatility in real-time. If turbulence spikes, we help you rebalance accordingly—ensuring your strategy remains aligned with your risk tolerance, not with market panic.
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