report by BlackRock
Results for ""
Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Portfolio Construction Insights
8 Actionable Ideas for Financial Advisors Today
This piece is approved to use with clients.
Today’s financial advice environment is complex, with large sums of cash on the sidelines and nervousness among clients rising. Some clients don’t want to miss the market bounce, but they are equally aware of a global recession, inflation, and profit declines. The current conditions are ripe for errors, providing a potential opportunity for advisors to add value.
Market Outlooks
Global Convictions: Latest Asset Class Research
This piece is approved to use with clients.
As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Market Outlooks
Weekly RIA Pulse Report - Week of October 24, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.