report by BlackRock
Results for ""
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Practical Planning Is Your Compass
This piece is approved to use with clients.
The next several weeks are going to be challenging for advisors and investors. The reality of the scope and severity of the pandemic along with the associated economic and market damage will hit home raising fear levels to new highs. In these times, it will be hard not to overreact, panic or lose hope. Strong emotions and behavioral biases including, anchoring, loss aversion, cascading and availability bias can cloud our thinking and lead to poor decision making. Engaging in realistic and practical planning discussions along with relevant behavioral coaching can provide essential support during these challenging times.
Market Outlooks
Behavioral Advisor Perspectives and Practices: Drawdown, Turbulence and Recovery
This piece is approved to use with clients.
Everyone breathed a sigh of relief as markets had several positive days. Don’t be surprised, however, if markets drop suddenly and test or breach previous lows several times over the next few weeks or months. Much like flying through a thunderstorm, there are likely to be some bumpy times ahead. No matter how many times you have flown, your heart jumps every time the aircraft drops. Fortunately, there is no need to time the bottom for long-term investors.
Market Outlooks
Behavioral Advisor Perspectives and Practices: Stay Invested Through the Rocky Bottom
One of the biggest challenges for investors is staying invested as markets sell off. Every up and down swing creates strong emotional reactions and constant second guessing. Periods of high volatility can last for weeks or months and are emotionally draining. While it may feel like you are doing nothing by staying invested during these periods, you are likely avoiding costly mistakes by not compounding an already difficult situation.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Responding vs. Reacting
Beneficial long-term decisions often feel counter-intuitive at the time, but don’t underestimate the value of a steady hand when things seem the most grim.
Market Outlooks
Stop Assuming. Start Listening!
FlexShares Exchange Traded Funds recently conducted a national survey of HNW primary breadwinners. The results surprised us. Some of the assumptions that we, as an industry, have made about investors because of gender don’t apply to this group of executives. In your business, making incorrect assumptions can hurt your chances with new prospects and in retaining existing clients. We’ve created this guide to help you artfully approach your engagements to better understand the unique situations your potential and current clients are navigating. We’ve broken it down by topic and offer conversation starter ideas.
Behavioral Finance
How Long Can A Good Fund Look Bad?
This piece is approved to use with clients.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Client Experience
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.
Client Experience
The Burdens Executives Feel as Primary Breadwinners
When having it all isn't really enough. Our research dove into the challenges HNW primary breadwinners of both genders face. Learn what feels true for this cohort.
Client Experience
The High Wire Act
Making gender assumptions about your executive male clients may be as risky as making assumptions about their female counterparts. Understanding their responsibilities outside the office can be a key differentiator for you.
Client Experience
3 Things Advisors Should Stop Assuming About HNW Women
Be careful about the assumptions you make about female investors. Pink is a color -- not a service model for HNW primary breadwinner women. Find what our research of these women revealed.
Client Experience
Rethink your assumptions around appetites for risk by gender
Assuming all women are afraid of investment risk can put opportunities at risk. Our survey of executive investors revealed that HNW breadwinner women are far less conservative than their male counterparts. Learn more.
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.