report by BlackRock
Results for ""
Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Macroeconomic & Geopolitical
Recession Resistance: Can We Prove That Recessions Don't Matter?
Increasingly, investors seem focused on the potential for a recession. In this webcast, we discuss...
Macroeconomic & Geopolitical
Direct Democracy On The Ballot: 2022 Ballot Initiatives
This piece is approved to use with clients.
In addition to control of Congress, voters will decide hundreds of ballot initiatives this November.
Macroeconomic & Geopolitical
An End to the Build Back Better Saga?
This piece is approved to use with clients.
After more than a year of intraparty negotiations, Democrats are on the cusp of enacting the Inflation Reduction Act.
Business Development
Direct Indexing and Personalization at Scale—How Tech Provides the Way Forward
This piece is approved to use with clients.
Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.
Macroeconomic & Geopolitical
What are the Secondary Effects of the War? The Dreaded “Triple R”
This piece is approved to use with clients.
Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.