News Room: Economic Relief Media Kit
Reassuring investors, asset allocation
During down markets, investors make "wrong" decisions 75% of the time (Dalbar Investor Behavior Study). When markets rise, investors purchase mutual funds only to sell them when the market declines. What can mutual fund investors do to cope with volatile markets and alleviate their anxiety? What role do financial professionals play in reassuring clients? Principal Funds can discuss the importance of asset allocation, along with six tips to help investors cope. (PDF: 144 KB)
Sources: Tim Hill, national sales manager, Principal Funds, has 25 years of leadership in the fund industry and retail mutual fund distribution.
Kevin Morris, director of marketing, Principal Funds, has been an active player in the retirement and funds businesses in the U.S. and Australia for many years.
Dan McGee, vice president, retirement distribution, a leading figure in distribution and broker dealer circles.
Contact: Susan Houser, 515.248.2268; 515.240.7558 (cell); houser.susan@principal.com
