report by BlackRock
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Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
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Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
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The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
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
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.