By Stef Dolan on May 21, 2025May 21, 2025 Periods of heightened market volatility test both investor psychology and portfolio construction. During these times, a financial advisor’s ability to deliver clear, data-driven guidance is critical. At GVA, we proactively equip our advisors to communicate the fundamentals behind market volatility with confidence. Our Asset Management program is designed to support advisors across all aspects of their practice, including during the most challenging market environments. Arguably, volatility is when strong advisor support matters most – and that’s exactly where GVA stands firm beside you. GVA Advisors who choose to participate in our Asset Management program receive professional, approved materials prepared by the GVA Asset Management (GVAAM) team that can be readily shared with clients, including: Economic & Market Report (E&M Report) is a weekly, three-to-four-page report detailing current market trends – and often includes charts to further support the presented claims. GVAAM provides approved, sharable PDF versions of the E&M report which can easily be distributed to clients. The Market Update Video typically complements the themes in the E&M report, and is a two-to-three-minute video featuring our Chief Investment Officer, Eric Parnell, CFA, summarizing broader market trends. The GVAAM Team also provides timely Bulletins during times of market volatility, or policy change. Ongoing statement comparison reporting generated through approved third-party systems. Advisors participating in GVA’s Asset Management program receive these informational, routine touchpoints (E&M Reports, Market Updates, Bulletins, etc.); additionally, these materials may be posted to the advisor website, social media, and shared via eMarketing.* During volatile periods we encourage advisors to connect with their clients on a personal level, and from a more practical perspective take time to reinforce the client’s asset allocation strategy. Emphasize the role of diversification, risk budgeting, and duration management in preserving capital and managing drawdown risk. Tactical asset allocation shifts, if warranted, should be communicated through a risk-return optimization lens rather than reactionary behavior. Use this as a strategic opportunity for tax-loss harvesting and re-entry into underweighted positions. Help clients understand how these strategic moves contribute to long-term alpha and tax efficiency. Where appropriate, illustrate historical volatility regimes and the corresponding recovery paths to provide context. By utilizing GVA Asset Management for your portfolio, you gain the peace of mind knowing your clients investments are in good hands, allowing you to focus on mitigating client anxiety – positioning yourself as a disciplined, data-informed advisor capable of navigating complexity with precision. If you would like to learn more about how GVA, and the GVA Asset Management program, can strengthen your practice by providing support and confidence for you and your clients, please contact us today! *Use of GVAAM content approved for GVA Advisors participating in the GVA Asset Management program only. LPL MLR 737135 Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.