report by BlackRock
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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
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A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.