Practice makes permanent

Soccer field

Preparation is an essential component of an athlete’s life in order to perform under the pressures of competition. I believe this should also be the case for financial advisors in their client review meetings. When the spotlight turns on, you are seated across from your client and it is time to deliver – will you be ready?

July 29, 2014 Categories: The Art of Advising
AndrewPease_Global Outlook

Mid-year outlook: Beware that peaceful, easy feeling

Russell Investments’ Global Head of Investment Strategy Andrew Pease provides an overview of the newly released Strategists’ 2014 Global Outlook – Third Quarter Update.

Investor newsletter Summer 2014

The head and the heart of retirement planning

A rewarding retirement requires disciplined preparation. Help your clients prepare for the emotional aspects of the transition, too – not just the financial facets.

Jul 22, 2014 Categories: The Art of Advising
Home country bias can lead to heartbreak

Home country bias can lead to heartbreak

This year’s World Cup™ was a great reminder of how home country bias can bring pain to investors and sports fans alike.

Jul 17, 2014 Categories: Portfolio Corner
HA-EconomicIndicator_0614a

Economic Indicators Dashboard – July 2014 Update

Three of the popular Economic Indicators Dashboard’s eight indicators fell outside their historical typical ranges as of July 3, 2014. What might this mean for investment portfolios?

Jul 15, 2014 Categories: Economic Insights
June 2014 markets in perspective

Markets in perspective: June 2014 – unassuming upward markets

June continued the trend of May’s relatively tame markets. No asset class posted a negative 12-month return, and many were meaningfully above their historical averages.

Jul 10, 2014 Categories: Portfolio Corner
3 reasons to focus on women investors

3 reasons to focus on women investors

Women entrust more of their assets to their advisor, and they may be a loyal and powerful referral engine. Are you maximizing your opportunities among women investors?

Jul 8, 2014 Categories: The Science of Advising

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