report by BlackRock
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Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Goals/Needs-Based Investing
“Are We There Yet?” How to Stay on Track Until the Bear Market Is Over
This piece is approved to use with clients.
While we can’t predict when the current bear market will end, we can prepare ourselves for the journey that lies ahead. Retirement Director Ben Rizzuto discusses how, as with any long road trip, having the right supplies can help us stay on course to our destination – despite the inevitable detours.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
Retirement
Client Presentation: Social Security - Get What's Yours
This piece is approved to use with clients.
Talk to clients about how they could get the most out of their Social Security benefit.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Business Development
Financial Knowledge, Investment Advice and Trading Discretion: New Research
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.