report by BlackRock
Results for ""
Portfolio Construction Insights
How rates rise matters
This piece is approved to use with clients.
In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.
Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio
Portfolio Construction Insights
Growth vs. value? There’s a place for both
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.