report by BlackRock
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Goals/Needs-Based Investing
Trailing vs Rolling Returns
This piece is approved to use with clients.
Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
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.