Volatility A Historical Perspective

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Published: August 20, 2025

 

Seeing Volatility as Part of the Investing Journey

In our last video, Rob Beardmore explained why volatility is a normal part of investing and why it’s not something to fear. Today, we’re going to take a step further back and look at volatility from a historical perspective. By examining past market cycles—like the dot-com bubble, the 2008 financial crisis, and the COVID crash—we can see that, while unsettling at the time, these periods of volatility were eventually followed by recoveries, and even new market highs.

Rob reminds us, "Volatility is part of the journey. It’s not a detour from it." In this video, Rob provides a deeper understanding of why market downturns aren’t a reason to panic, and how some of the biggest gains happen when the market rebounds.

Here’s what you’ll learn in the video:

  • Volatility is a part of the journey: Why market fluctuations are inevitable and even beneficial to long-term success.
  • Historical perspective: How past market events show that volatility is normal, and recovery is possible.
  • The importance of staying the course: Why resilience and patience in your financial strategy are essential for long-term success.

If you’re feeling uneasy or uncertain about the market, that’s completely normal. Let’s talk about how you can stay focused and on track with your financial goals.

Any opinions are those of Rob Beardmore and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance does not guarantee future results. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Hall Financial Advisors LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hall Financial Advisors LLC. is separately owned and operated and not independently registered as a broker-dealer or investment adviser. #823856 07/26

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1 The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.