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Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Behavioral Finance
How to Address Recency Bias with Clients
This piece is approved to use with clients.
Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future
Behavioral Finance
The Five Stages of a Market Crisis
This piece is approved to use with clients.
A process similar to the "five stages of grief" can be seen in market crises, including the current one.