report by BlackRock
Results for ""
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Capital Sigma: The Advisor Advantage
As conversations around fees and value continue to unfold, how can advisors help their clients better understand what they can expect?
Sustainable Investing
Earth Day, Every Day: Jim Patrick on Impact Investing
Jim Patrick, Group President of Envestnet | PMC, talks about the tremendous growth of impact investing and how it is not just an Earth Day phenomenon.
Sustainable Investing
Earth Day, Every Day: Climate Conscious Investing
Climate change is one of the most pressing issues of our time. Today, it’s clear that investors are paying attention to its effects and building their portfolios accordingly.
Market Outlooks
AAM Viewpoints: Municipal Bond Portfolios, Recent Federal Tax Reform, and Unintended Consequences
This piece is approved to use with clients.
With the new federal tax legislation capping state and local tax (SALT) deductions at a maximum of $10,000 for Federal taxes, in the case of high state income tax states, the unintended consequence may be that Municipal Bond investors residing in those states have become too highly concentrated in their own state-issued municipal bonds.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields remain steady in a quiet week
This piece is approved to use with clients.
U.S. Treasury yields fell slightly during in a holiday-shortened week. The biggest movement came on Tuesday, with a just over 3 basis points (bps) increase in the 10-year maturity, after stronger-than-expected data from China. The Federal Reserve (Fed) is still not committed to a specific path for interest rates, and the market is not expecting a hike in 2019.
Market Outlooks
Market Week in Review: What three ingredients are contributing to the current strong global economy?
This piece is approved to use with clients.
In today's episode of Market Week in Review, when Head of AIS Business Solutions Sophie Antal Gilbert was joined by Quantitative Investment Strategist, Dr. Kara Ng, they laid out the three ingredients which are contributing to the current strong global economy.