report by BlackRock
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Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
Addressing the complexities of financial planning can be difficult.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.