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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.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Investing Ideas
SPACs explained
Frequently asked questions about special purpose acquisition companies.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Retirement
5 questions about securities lending in DC
Today, with new regulations and greater transparency since the financial crisis, securities lending activity has reached its highest level in a decade with more than $19 trillion in assets available for lending globally.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Retirement
Retirement saving: Save more or take more risk?
Defined contribution plan sponsors need to help their participants manage two significant challenges: building an appropriate asset allocation and ensuring sufficient savings.