report by BlackRock
Results for ""
Retirement
Retirement income planning in the “new normal”
This piece is approved to use with clients.
Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?
In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Market Outlooks
Weekly Market Snapshot: August 7, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 10th, 2020
This piece is approved to use with clients.
Nearly 7,500 companies are on pace to file for bankruptcy protection this year, as businesses struggle to deal with the challenges posed by lockdowns and economic uncertainty
Retirement
Lump Sum Payouts from Pension Plans
This piece is approved to use with clients.
The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Market Outlooks
BMO Market Charts - August 5th, 2020
This piece is approved to use with clients.
Amid uncertainty surrounding economic conditions and corporate performance, the percentage of S&P 500 companies with EPS off 50% or more from estimates has risen substantially.
Market Outlooks
Weekly Market Snapshot: July 31, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 24, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 17, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - July 13th, 2020
This piece is approved to use with clients.
Prior to Q2 2020, the S&P 500® has had eleven quarters with a 15% or greater total return since 1950. The following quarter’s return averaged 7% and was positive ten of eleven times.
Market Outlooks
Weekly Market Snapshot: July 10, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 03, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 7th, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Following a tough first quarter, Q2 2020 saw many risk asset classes experience their highest quarterly returns in at least a decade.