Eaton Vance Index Demonstrates Investors Still Playing Defense
More than five years after the 2008 market crash and even with stocks hitting new highs, financial advisors say investors are still playing defense.
More than five years after the 2008 market crash and even with stocks hitting new highs, financial advisors say investors are still playing defense, says Bob Cunha, Managing Director for Marketing and Distribution Strategy at Eaton Vance. According to Eaton Vance's new Advisor Top-of-Mind Index, investors top priorities are protecting their wealth from market volatility, finding reliable income sources and minimizing the impact of taxes. Capital appreciation ranked lower on the Index, signaling that many clients are less concerned about growing their portfolios than keeping what they have.
