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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
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.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
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
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Fixed Income Insights
“No Jules, It’s High-Yield Bonds”
If you think back on Wall Street in the ‘80s, a few things come to mind: the ‘87 Crash (the S&P 500 was up that year), a secular bull market, interest rates in the teens, the movie Wall Street, corporate raiders and junk bonds.
Fixed Income Insights
The US 10-Year Note Yield – the good, the bad, and the (possibly) ugly
The US 10-Year Note is the most important fixed income instrument in the world. Its yield determines the borrowing costs for countries, companies, and consumers while the Note itself acts as a haven asset during periods of market and economic stress.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.