report by BlackRock
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Goals/Needs-Based Investing
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Alternative Investments
The Role of Commodities
In this paper, Invesco discusses two key benefits of adding commodity exposure to portfolios.
Manager & Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.