Is Your Retirement Strategy Prepared for Market Volatility?
If recent market swings have raised questions about your portfolio, you're not alone.
If recent market swings have raised questions about your portfolio, you’re not alone.
This guide outlines key principles for preparing your savings for the next downturn and for managing risk throughout a full market cycle.
At Stansberry Asset Management, we take an active, research-driven approach to investing. Rather than simply following the broader market, we continuously evaluate opportunities and risks to help position portfolios through changing conditions.
Inside the guide:
✓ Why volatility is a normal part of investing, and how it impacts long-term outcomes
✓ The importance of managing downside risk and avoiding large drawdowns
✓ How portfolios can be structured beyond traditional stocks and bonds
Frequently Asked Questions
What happens to my portfolio if I’m mostly in passive ETFs or mutual funds?
In periods of changing economic conditions, markets can shift quickly. For investors relying primarily on passive mutual funds or passive ETFs, portfolios often move in line with the broader market, for better or worse.
When the market performs well, they do well, but when the market falls, your portfolio takes the full impact.
At Stansberry Asset Management, we utilize a more active investment approach, continuously evaluating market conditions and adjusting portfolios with the goal of helping clients navigate different environments.
What is downside protection and why does it matter?
Downside protection refers to limiting potential investment losses during periods of volatility.
Large portfolio declines are hard to recover from. That’s why we place a strong emphasis on managing downside risk as part of the investment process.
Our goal is to help clients stay invested through periods of volatility while working to protect and preserve capital over the long term.
What is active investing and why do you utilize it?
Active investing means making ongoing decisions about what investments to own, when to own them, and how much capital to allocate based on current market conditions.
We use this approach because markets are always evolving. Different environments can create new risks and opportunities, and we believe portfolios should be evaluated and adjusted as those conditions evolve.
Are you only portfolio managers?
At SAM we combine our active investment approach with holistic financial planning.
Investment decisions are just one part of the equation. Your financial picture also includes retirement goals, taxes, estate considerations, family priorities, and more.
We work with clients to bring these pieces together into a coordinated strategy designed to support long-term goals.
Who is Stansberry Asset Management ("SAM")?
Stansberry Asset Management is an SEC-registered investment advisor. We typically work with individuals and families who have $500,000 or more in investable assets, providing holistic financial planning and active portfolio management aligned with their long-term goals.
We were founded in 2016 and manage over $1.3 billion in assets with a team of 40+ employees.
Secure your Financial Future Today
Don’t let unpredictable markets jeopardize your financial security or long-term goals. Access the insights you need to proactively protect and grow your wealth—no matter where you are in your financial journey.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262