report by BlackRock
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Goals/Needs-Based Investing
The Importance of Avoiding Big Losses
This piece is approved to use with clients.
The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.
Goals/Needs-Based Investing
Taking the Long View
This piece is approved to use with clients.
Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.
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'.
Portfolio Construction Insights
Thinking Outside the Mailbox
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Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of July 6, 2020
This week, we observed advisors exhibiting behaviors consistent with longer-term trends.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week June 29, 2020
As stocks finished higher this week, advisors' attitude towards risk shifted to a more "risk-on" position.