Advisor Flipbooks

© 2023 SEI ® 230263.17 ADV 05/23 Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI). Neither SEI nor its subsidiaries are affiliated with your financial advisor. Diversification may not protect against market risk. There are risks involved with investing, including loss of principal. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly focused investments and smaller companies typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest rates rise. High-yield bonds involve greater risks of default or downgrade and are more volatile than investment-grade securities, due to the speculative nature of their investments. In addition to the normal risks associated with investing, REIT investments are subject to changes in economic conditions, credit risk, and interest rate fluctuations. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only. There is no assurance the objectives discussed will be met. Past performance does not guarantee future results. Index returns are for illustrative purposes only and do not represent actual portfolio performance. Index returns do not reflect any management fees, transaction costs, or expenses. One cannot invest directly in an index. The information contained herein has been provided to SEI by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Portfolio health check • Don't be tricked by recency bias (bias that favors recent events over historical events), and; consider your options before chasing last year's best-performing sector. Do spread risk broadly. • The best- and worst-performing asset classes rotate unexpectedly. A financial advisor can help ensure that you have an asset mix that that helps you meet your goals during volatile times. • Don't set it and forget it. Revisit your allocation mix regularly with your advisor, and make sure your portfolio is aligned with your risk tolerance and goals.

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