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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.
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.
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.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Alternative Investments
Why invest in real estate?
Anyone who has purchased a home is a real estate investor — but there’s a big difference between taking on a mortgage and investing in office buildings, malls or industrial parks. In this blog, I explain the basics of real estate investing, the potential benefits, and the ways that individuals can add real estate exposure to their portfolio.