ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2012-01-31 Bob Doll Believes the Recent Equities Rally Could Continue by BlackRock (Article)

Conditions have improved compared to last quarter, with the US economy showing signs of acceleration and European policymakers moving further along the path of progress. With the bearish tone receding, investors should consider moving into "risk" assets and out of "safe" assets, especially on pullbacks.

2011-10-18 Bob Doll: Why the US is Positioned Strongly by BlackRock (Article)

Investor unease has risen dramatically over the past quarter in the face of growing concerns about the world's economic and financial health. The focal point has been the intensifying debt crisis in Europe. The issues facing Europe are highly complex, but essentially are underscored by a single question: Is Europe facing a solvency crisis or a liquidity crisis?

2011-06-28 The End of QE2: What Does It Mean for Investors? by BlackRock (Article)

The financial crisis sparked widespread flight from risk. Although the crisis is over and equity prices have rebounded, many investors have not yet returned to the capital markets. For them, the safe-haven appeal of money market funds remains strong. In this paper, American Century Investments proposes a strategy of "smart risk taking," an active asset management approach that seeks to identify, understand, manage, and be consistently rewarded for risk.

2011-03-29 Is There More Room for Growth in US Equities? by BlackRock (Article)

There are risks to not being invested in today's improving environment. Given that equity valuations are fully supported by strong earnings, BlackRock believes that fundamentals argue strongly for an allocation to growth stocks. Read more to learn why.

2010-10-12 Gold Continues to Glitter by BlackRock (Article)

Gold recently reached all-time highs in several currencies as investors flocked to the asset class as a safe-haven investment. This is despite volatile financial markets and continued investor concerns regarding the impact of the US government's massive fiscal and monetary stimulus on inflation/deflation. Learn why BlackRock believes gold will continue to remain attractive to investors.

2010-06-15 BlackRock Examines an Altered Fiduciary Landscape by BlackRock (Article)

Do your plan sponsors understand what it means to be a fiduciary and act prudently in that capacity? Are they aware of recent regulatory changes and how these may impact their fiduciary duties? Joe Lee, head of BlackRock's Advisor-Sold DC Distribution, discusses the opportunity advisors have to build and strengthen relationships with plan sponsors in the current environment. We thank them for their sponsorship.

2010-04-20 Investment Implications for Government Policy and Intervention by BlackRock, CFA Institute Reprint w/ Curtis Arledge (Article)

Government intervention has stabilized the economy, but policymakers must be careful to draw down their interventions before inflation occurs. Although residential real estate has seen its worst days, a wave of high-yield bonds and loans will soon mature, and the banking system must rebound enough to absorb that bubble. Despite these uncertainties, the range of yields and total annual returns among fixed-income sectors provide investors with multiple opportunities. We thank BlackRock for their sponsorship.

2010-02-09 Building High Net Worth Client Loyalty with Social Security by BlackRock Investments (Article)

Long dismissed as a supplemental income stream only for retirees with fewer assets, Social Security benefits can be important for clients of all asset levels, including high net worth (HNW) investors. As you are well aware, HNW clients are often particularly sensitive to government taxation and are usually interested in strategies which can help them retain or reclaim their money. We thank BlackRock for this article and their sponsorship.


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