report by BlackRock
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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Macroeconomic & Geopolitical
Locking in near-term profits
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Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
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Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Children & College Savings
College: the new 'debt sentence'
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At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
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Your teen’s summer gig can prepare them for the future — and help them save for college.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.