report by BlackRock
Results for ""
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
This piece is approved to use with clients.
Your teen’s summer gig can prepare them for the future — and help them save for college.
Investing Ideas
DOL Fiduciary Rule is All but Gone
In the most recent edition of Washington Insights, we discussed the latest — and likely final — chapter in the DOL fiduciary rule saga. On March 15, a three-judge panel of the Fifth Circuit Court of Appeals voted to vacate (or nullify) the rule.
Children & College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Investing Ideas
Are Markets Pointing Toward a Value Resurgence?
Read the Invesco Strategy Insights white paper that summarizes historical inflection points and offers key takeaways for the future.
Investing Ideas
Market Neutral Investing: Exploring the Potential Benefits and Sources of Return
Market neutral equity strategies offer a unique style of investing and typically seek to produce attractive returns for investors regardless of the equity markets' behavior.
Investing Ideas
Getting Smart About Beta
Invesco examined two categories of smart beta strategies and analyzed how they performed over full market cycles and in different ecpnomic environments.
Manager & Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.
Portfolio Construction Insights
Getting Familiar with Global Portfolio Hedging
Invesco describes various hedging methods and the costs of hedging fixed income portfolios.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
This piece is approved to use with clients.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Children & College Savings
Making the Case for College Savings
This piece is approved to use with clients.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.