report by BlackRock
Results for ""
Policy and Regulatory Commentary
Washington Update: On Data Privacy, Look to the States
This piece is approved to use with clients.
As data breaches dominate news cycle after news cycle – at a seemingly exponential rate – have federal policymakers started to pay attention to the issue?
Policy and Regulatory Commentary
Washington Update: The Impact of Labeling China a Currency Manipulator
This piece is approved to use with clients.
While many Americans have been Googling the term “currency manipulation” over the last two days, one White House adviser has been enjoying the spoils of victory after a nearly decade-long policy fight.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
Policy and Regulatory Commentary
Washington Update: City of the Perishable
This piece is approved to use with clients.
About a decade ago, House Speaker Nancy Pelosi (D-Calif.) called Washington, D.C. “the city of the perishable.” The speaker was talking about legislation.
Policy and Regulatory Commentary
Washington Update: Don't Believe the Hype - Democratic Presidential Candidates Aren’t Likely to Implement Most of Their Financial Services Proposals
This piece is approved to use with clients.
If you are like most of professional Washington, you spent most of today glued to around-the-clock coverage of Special Counsel Robert Mueller’s testimony before two House committees and are about to start packing for summer vacation. And good news! The Beltway’s summer lull will be longer than usual this year.
Client Life Events
The family conversation you should not avoid: How to discuss your legacy
This piece is approved to use with clients.
Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.
Client Life Events
The aging economy
This piece is approved to use with clients.
People are living longer than ever before. However, while advances in medicine, health, nutrition and fitness have extended the lifespan of Americans, the number of years they spend in retirement has not changed much over the last generation because they are also working longer.
Goals/Needs-Based Investing
Managing wealth for same-sex couples
Of course, working with same-sex clients is largely no different than working with any other group of clients, but in order to properly serve this community, advisors should understand the mindset, key issues, and changing laws and policies that directly impact their money and wealth.
Client Life Events
Happily never after: Advising clients through a divorce
Going through a divorce is a stressful and emotional endeavor. For many, it’s also the single largest financial event they will experience in their life. Yet, many people don’t receive the proper guidance when it comes to separating assets.