Manage taxes
Identify opportunities for capital gains and tax loss harvesting in your client’s taxable investments. Consider tax-exempt municipal bonds that can help reduce your client’s tax burden.
After several years of strong market performance, your clients may have lofty expectations. But markets appear to be set for significantly lower returns going forward.
The misalignment in client expectations
vs. market expectations
Performance data quoted represents past performance and is no guarantee of future results. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.
How will you capture the best value
for your clients?
In this low-return environment, advisors are sharpening their focus on minimizing portfolio costs. You can help your clients by managing fees and taxes.
For more information, contact your BlackRock Investment Management Consultant,
or call 877-ASK-1BLK (877-275-1255).
* Source: Morningstar Direct. As of 9/30/16. 60/40 balanced portfolio consists 60% S&P 500 Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index.
† Source: Bloomberg. As of 9/30/16. Return expectation is calculated based on the earnings yield of a balanced portfolio comprised of 60% S&P 500 Index and 40% BofA/ML Current 10-Year U.S. Treasury Index. Fee and expense assumption based on InvestmentNews Research study, 2016. This information should not be relied upon as research, investment advice or a recommendation regarding the Funds or any security in particular. This information is strictly for illustrative and educational purposes and is subject to change. This information does not represent the actual current, past or future holdings or portfolio of any BlackRock client.
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
This material does not constitute a recommendation by BlackRock, or an offer to sell, or a solicitation of any offer to buy or sell any securities, product or service. The information is not intended to provide investment advice. BlackRock does not guarantee the suitability or potential value of any particular investment.
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Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
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