Worried about geopolitical risk and your retirement portfolio? There's a bigger issue at play [Globe and Mail, The (Toronto, Canada)]
Raymond James Financial, Inc. (RJF)
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Source: Globe and Mail, The
Seth Wenig/The Associated Press More than half of advisers say geopolitical risk is their clients' top concern, according to a recent Fidelity survey. But financial planners say moments such as this are exactly what retirement plans are meant to withstand. In the Fidelity survey, 59 per cent of advisers said geopolitics is the macroeconomic factor they expect will most affect portfolios this year, followed by market volatility and inflation. Between 2,500 and 3,100 advisers were polled on Jan. 28 during Fidelity's Toronto Vision hybrid event. From inflation to mortgages, six ways the Iran war could affect your wallet Still, planners say that downturns are part of investing. “You should assume they're going to happen,” said Adam Chapman, a certified financial planner and founder of YESMoney in London, Ont. That assumption should already be built into a retirement plan, Mr. Chapman said. Otherwise, market declines can trigger panic and reactionary decisions that damage long-te
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RJF
Earnings
- 1/28/26 - Beat
RJF
Sec Filings
- 3/3/26 - Form 4
- 2/25/26 - Form 4
- 2/23/26 - Form 4
- RJF's page on the SEC website