report by BlackRock
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Client Experience
[Infographic] - Importance of Avoiding Big Losses
This piece is approved to use with clients.
Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.