report by BlackRock
Results for ""
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.
Portfolio Construction Insights
EPISODE #2: USING PROBABILITIES TO AVOID THE LOSERS IN YOUR PORTFOLIO
This piece is approved to use with clients.
Probability plays a key role in many aspects of everyday life, yet many people fail to understand the math that guides it.
Portfolio Construction Insights
EPISODE #1: AN INTRO TO NEW AGE ALPHA
This piece is approved to use with clients.
There is a risk inside your portfolio that you are unaware of that leads to loss and you don’t get paid for taking it.
Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
This piece is approved to use with clients.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.