report by BlackRock
Results for ""
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.
Fixed Income Insights
Munis and infrastructure
This piece is approved to use with clients.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
This piece is approved to use with clients.
Dramatic dislocations offer selective potential upside in fixed-income credit.
Fixed Income Insights
For fixed income, it's a tale of two walls
This piece is approved to use with clients.
A wall of worry vs. a wall of liquidity is limiting back-half options.
Fixed Income Insights
Entry points for emerging markets
This piece is approved to use with clients.
Attractive valuations exist across IG and high-yield credit segments.
Manager & Investment Selection
Beware 'greenwashing'
This piece is approved to use with clients.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
This piece is approved to use with clients.
Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Goals/Needs-Based Investing
3 ideas to help you achieve the income you need
This piece is approved to use with clients.
Patrick Nolan offers his top tips to help your money deliver.