We examine the outsized impact of market volatility and drawdowns on retirement savings and how an income-centric approach can help navigate those challenges.
Market Insights
Tariffs and Tech: What advisors are asking
May 30, 2025|ByKristy Akullian, CFA
We explore the top questions asked by advisors in May 2025, on topics like international diversification, trade policy, and earnings.
Insights on serving clients
Practice Management
Boost the value of your firm for mergers and acquisitions
Uncover ways you can increase your growth potential and reduce key risks that impact valuations in today’s busy M&A market.
outcome
Staying Invested in 529 Plans During Market Volatility
May 29, 2025|ByMark DiSipio, CIMA®
Detailing the many lesser-known benefits of staying invested in 529 plans over the long-term
Defined Contribution
Reenrollment strategies: Ensuring no participant is left behind
May 28, 2025|ByBlackRock Retirement Perspectives
Reenrollment can align participant populations with retirement plan best practices. Discover scenarios that can spur plans to consider reenrollment.
Defined Contribution
What to tell participants about tapping into their retirement savings
May 26, 2025|ByBlackRock Retirement Perspectives
What to tell participants about borrowing from their defined contribution plans during market volatility. Explore strategies to boost retirement savings and equip yourself with knowledge to ensure financial security during unforeseen challenges.
Practice Management
Does your value proposition appeal to the high-net-worth market?
Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.
Defined Contribution
Hidden healthcare costs: Understanding financial security for retirees
May 14, 2025|ByBlackRock Retirement Perspectives
Retirement healthcare costs can be expensive depending on the care you need. Explore your retirement insurance options to help prepare for future expenses.
New research
Equity
Time to tilt: Harnessing factor cyclicality
May 22, 2025|ByPhilip Hodges, PhD
Navigating market shifts requires a dynamic approach; harnessing factor cyclicality can smooth the highs and lows.
Public Policy Viewpoints
Spotlight: 24 Hour Trading: Implications for Markets and Investors
May 19, 2025|ByBlackRock
In this spotlight, we explore the introduction of 24-hour trading and its ability to provide continuous investor access to certain U.S. securities, enabling investors to trade beyond traditional market hours.
Equity
Tomorrow’s themes, today: Investing in themes
May 09, 2025|ByJay JacobsScott Gladstone
Markets are more thematic and dynamic than ever; shouldn’t your portfolio be too? A thematic rotation strategy provides flexibility and greater diversification.
2025 guide to using municipal bonds in high-net-worth portfolios
Apr 30, 2025|ByBlackRock
Munis remain an incredibly attractive asset class, but may be underrepresented in portfolios. Read our latest paper on the role munis can play in high-net-worth portfolios.
Equity
Outcome ETFs – A powerful tool for a changing world
Mar 27, 2025|ByRobert Hum, CAIA
Discover what is behind the growth of outcome ETFs and why they can be a powerful tool within your practice.
Major U.S. policy shifts are cascading globally and putting upward pressure on policy rates and bond yields. We assess the impact on the U.S. economic outlook.