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Tax Management
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.
Retirement
Understanding land-secured municipal bonds
This piece is approved to use with clients.
These deals may provide strong collateral to investors.
Retirement
Next issue no. 7: The future of defined contribution
This piece is approved to use with clients.
In this issue of next, we revisit our real estate allocation recommendations while examining how the sector fared during 2020 market volatility.
Goals/Needs-Based Investing
What is a Risk Budget?
This piece is approved to use with clients.
Three Keys to Investor-Centric Portfolio Construction.
Goals/Needs-Based Investing
The Importance of Consistency of Returns
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Why Investors Should Listen to Hall of Famer Ken Griffey. Jr.
Goals/Needs-Based Investing
Financial Literacy
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In our view, we don’t talk enough about money. We worry that conversations about money will hinder our children’s ambitions, will lead to fights with our spouses, will alienate our friends, will be misinterpreted by our parents. However, not talking about money or articulating the best practices for securing the financial health of a household can lead to suboptimal outcomes.
Goals/Needs-Based Investing
Finding Financial Success After the “Shecession”
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The job losses incurred during the COVID pandemic impacted women disproportionately. As the nation begins to emerge from the economic downturn, Retirement Director Sara Tegethoff Lowery discusses how women can regain their financial footing and get back on track to their long-term goals.
Retirement
Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend
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Taking charge of your financial future is a smart move that will never go out of style. Retirement Director Taylor Pluss discusses the challenges investors – particularly women – may face as they pursue their goals and outlines the basics of how to start saving for retirement.
Goals/Needs-Based Investing
Demonstrating a Commitment to Sustainable Investing
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It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, CIO, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
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Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Goals/Needs-Based Investing
What is a Risk Budget?
Three Keys to Investor-Centric Portfolio Construction.