report by BlackRock
Results for ""
Fixed Income Insights
“No Jules, It’s High-Yield Bonds”
If you think back on Wall Street in the ‘80s, a few things come to mind: the ‘87 Crash (the S&P 500 was up that year), a secular bull market, interest rates in the teens, the movie Wall Street, corporate raiders and junk bonds.
Fixed Income Insights
The US 10-Year Note Yield – the good, the bad, and the (possibly) ugly
The US 10-Year Note is the most important fixed income instrument in the world. Its yield determines the borrowing costs for countries, companies, and consumers while the Note itself acts as a haven asset during periods of market and economic stress.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
Fixed Income Insights
Weekly Wire: It’s always darkest before the dawn
This piece is approved to use with clients.
It is one thing to understand we are living through an unprecedented, pandemic driven economic downturn, and all together another to learn the US unemployment rate is 14.7% and that 20.5 million of our fellow Americans lost their jobs in April.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
Client Life Events
Making special needs your business
The disabilities and special needs community is large, underserved and has buying power. Voya wants you to feel confident to expand your practice into this overlooked area and bring enduring, long-lasting value to the special needs community.
Client Life Events
Tips for interacting with people with disabilities
This piece is approved to use with clients.
This guide offers tips on interacting with people who have various special needs and disabilities.
Client Life Events
A Question of Special Needs: How Much Do We Need to Fund a Special Needs Plan?
Unabridged white paper covering the multitude of considerations for funding a special needs plan.
Client Life Events
Beneficiary Planning Case Study
This piece is approved to use with clients.
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
This piece is approved to use with clients.
An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Fixed Income Insights
Tax Reform Impacts Call Into Question Coastal Muni Values
Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel the implications. As tax returns are beginning to be filed, residents in the high tax coastal jurisdictions may face some unpleasant surprises, resulting in a realization that the municipal bond tax-exemption is still an efficient way to shield taxable income.