This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us to higher standards.

With negative numbers lining indices, whispers of “bear market” are growing louder and louder. Headlines that read “Nasdaq falling” are likely making your clients fearful of the technology stocks in their portfolio. Remember, a market downturn is a signal for you to contact your clients as soon as possible with a level head and guiding hand.

To support you and your clients during this market downturn, we will release a piece of our Bull and Bear in a Cloud Marketing campaign on the blog every Tuesday. This campaign was created specifically to help in the event of a major decline in the equity markets. With compliance approval, these white papers and videos can be customized with your logo and disclosures so you can share them directly with clients who need them.

Using Emotions as Your Investment Guide Could Cost You

Last week we looked at how Perhaps the Best Sleep Comes from What is Keeping You Awake. That customizable white paper discussed how holding onto stocks during a market downturn could potentially lead to better results than if they had been sold out of fear.

Now, we’re sharing a video titled: Using Your Emotions as Your Investment Guide Could Cost You. This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio declines.

It is important to remember not to let emotions get the best of us when it comes to investing. With compliance approval, this video can be customized with your logo and disclosures by clicking here.

Tune in next week for the next segment of our Bull and Bear in a Cloud marketing campaign. We will provide another useful tool to add to your belt when discussing the current market downturn with clients.


Investments are subject to risks, including possible loss of principal. Investors should consider the investment objectives, risk factors and expenses of any investment carefully before investing. Diversification does not guarantee profit or ensure against loss.

The S&P 500, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ. The S&P 500 Index components and their weightings are determined by S&P Dow Jones Indices. It differs from other U.S. Stock market indices, such as the Dow Jones Industrial Average or the Nasdaq Composite index, because of its diverse constituency and weighting methodology. It is one of the commonly followed equity indices, and many consider it an effective representations of the U.S. stock market, and a bellwether for the U.S. economy. You cannot invest directly in an index.

A bear market is defined as a market that is down 20 percent or more. A bull market is defined as a market that is up 20 percent or more.

All examples are hypothetical and are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. The solution for an investor depends on their and their family’s unique circumstances and objectives.

Information contained in the materials that are included in the Bull & BearSM Marketing Campaign is believed to be from reliable sources, but no representations or guarantees are made as to the accuracy or completeness of information. This document is provided for informational purposes only and should not be construed as individual investment advice.

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