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Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Sustainable Investing
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
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.