On today’s episode, Doug talks with Dana D’Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance. With volatility driven by headlines and sudden policy shifts, she highlights the importance of steady guidance.

Dana also unpacks how new tariffs are raising concerns around both inflation and slowing growth—reviving fears of stagflation. She stresses the role of customized solutions, especially tax-aware strategies, and draws on lessons from 2008 and COVID to show how thoughtful planning can make all the difference. In uncertain times, clear communication and a steady hand remain the advisor’s greatest tools.

Recorded at Envestnet Elevate 2025

Resources: Envestnet

Disclosures:

The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results.

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