report by BlackRock
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Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
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.