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INVESTING BASICS
Build trust by sharing investing basics
Financial jargon is often the biggest hurdle stopping individuals from getting invested; 64% of non-investors in the U.S. find information about investing difficult to understand†. Our Investing Basics resources can help.
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Invest with purpose
Many clients know that investing is important. But why is that, and how should they be thinking about investing in the context of their entire financial picture? Help them to see where they stand today and map a path for their future.
Define client goals
Everyone’s goals are different. Use this worksheet to help define the right financial plan for the short, medium, and long terms.
Establish a budget
Do your clients really know where their money goes? Help them gain clarity around their cash flow so they can establish a realistic budget and feel in control of their financial future.
Build effective portfolios
Portfolios are one of the most important parts of investing. Teach your clients the building blocks and methodologies around risk and return that goes into constructing their portfolios.
Win more by losing less
While many clients focus on capturing returns in a bull markets, limiting a portfolio's returns during a downturn has a larger overall impact across market cycles. Explain this critical lesson for long-term success.
Diversification can feel disappointing
Clients often experience “S&P Envy” when comparing their portfolio to the stock market. Help clients see past their emotions and embrace the diversified portfolio.
Protect against “Dollar Cost Ravaging”
While investors spend years creating the right portfolio to accumulate wealth, they often overlook the changes needed as they enter retirement. Educate clients on the importance of downside protection to sustain their lifestyle through retirement.
Set an investment policy
Align with your clients on an investment plan and write it down. Use this worksheet to articulate the appropriate investment approach aligned to client goals.
Get started
What’s next for your clients? When’s the best time to start? Which account should they use? Teach your clients how to start aligning their actions with the goals they want to accomplish.
Invest in a better retirement
With all the different retirement account types out there, it’s easy for clients to get overwhelmed. Options will depend on where they work, but sorting through them doesn’t have to be complicated.
Invest in future education
A 529 college savings plan could be a great way for clients to grow assets for education expenses and pay for them tax-free.
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© 2023 BlackRock, Inc. All rights reserved.
Investing involves risks including possible loss of principal.
The tools are provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tools is subject to the BlackRock Terms of Use.
The data collected through the tools is treated pursuant to BlackRock’s Data Promise.
IMPORTANT: The projections or other information generated by the tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Prepared by BlackRock Investments, Inc. LLC. Member FINRA
© 2023 BlackRock, Inc. or its affiliates. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
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