report by BlackRock
Results for ""
Children & College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Behavioral Finance
Diversify by Strategy to Stay on Track
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.
Behavioral Finance
Behavioral Advisor: Use Needs Rather than Fear for Allocation
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
This piece is approved to use with clients.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Behavioral Finance
Behavioral Advisor: Look Beyond Cost For Active Management
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds should be evaluated based on what investors get for the price they pay.
Children & College Savings
Making the Case for College Savings
This piece is approved to use with clients.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
Children & College Savings
Expand Your Practice With 529 College Savings Plans
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.
Behavioral Finance
Behavioral Advisor: The Wall of Worry
The last eight years have been a good period for equity investing. But can it last?
Behavioral Finance
Behavioral Advisor: Reframing Performance with Better Charts
Some charts emphasize volatility, timing, and emotionally charged events, distorting how we view performance and hurting the real long-term probability of a successful outcome.
Behavioral Finance
Behavioral Advisor: Why Expected Returns Matter Most
The current emphasis on low volatility and non-correlated multi-asset portfolios, created by blending equities, bonds and alternatives, can lead to unnecessary over-diversification and result in significant underperformance for long-term investors.
Behavioral Finance
Behavioral Advisor: The Power of Dividend Stocks
Dividend-paying equities represent an attractive source of investment income while also providing the opportunity for capital growth. This combination makes dividend stocks an important tool to help investors avoid exhausting their retirement savings.
Behavioral Finance
Behavioral Advisor: Exceptional Performance is Turbulent
The perfect portfolio may not look like what you think. A common fallacy is that good active equity funds should deliver consistently good short-term performance with smooth upward trending returns.