You know the potential benefits of being invested in a recessionary market, but investors may not. That’s why we’ve created a new brochure, Returning to the Market (PDF). Use it to engage your clients in a discussion about getting back in the market.
The brochure shows the historical gains made when recessionary markets have turned, as well as some strategies for getting invested.
Strategy 1: Ease back in the market with a long-term focus; considering three ways to invest
Outlines investment strategies such as dollar cost averaging, lump sum investing andinvestment dips.
Strategy 2: Consider asset classes that historically tend to perform well during market recovery
Illustrates the potential advantages of small- and large-cap stocks in volatile markets
Past performance is no guarantee of future results.
Investing involves risks, including the loss of principal invested. Risks include stock market fluctuations due to business and economic developments. Share prices of small-capitalization companies tend to be more volatile because small companies often have narrower markets, limited financial resources and stocks that are not as actively traded as large-company stocks. Investing in large-cap stocks incurs the possibility of losses because their prices are sensitive to changes in current or expected earnings.
Please have your clients read and consider the investment objectives, risks, charges and expenses for any fund carefully before investing. Remind them to contact you for a prospectus which contains this and other important information about the fund.
Columbia Management Group, LLC ("Columbia Management") is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. Columbia Funds are distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc. is part of Columbia Management and an affiliate of Bank of America Corporation.
Talk to your clients about getting invested again. Time can make a difference.
Contact the Sales Desk at1.800.426.3750
Download the new brochureReturning to the Market (PDF)
Consider Columbia small- and large-cap funds
Columbia Small Cap Growth I
Columbia Acorn
Columbia Small Cap Value I
Columbia Dividend Income
Columbia Large Cap Core
Columbia Select Large Cap Growth
See all small-and large-cap funds
©2010, Columbia Management Distributors, Inc.A Member of Columbia ManagementOne Financial Center, Boston, Massachusetts 02111-2621