2014 Midyear Outlook

2014 mid-year outlook update: ‘living actively’ forecast continues

With the first half of 2014 behind us, Russell’s strategist team outlines our latest forecasts for the global markets and economies.


Three keys to help build trust with clients

Consider these deceptively simple steps to help build strong, trusting relationships with investors.

Orchestra conductor hands

Make your value offering music to your clients’ ears

Help clients understand the value you offer by simplifying how you explain your role. As in, “I’m like an orchestra conductor – for your portfolio.”

Jun 26, 2014 Categories: The Art of Advising
Alarming lessons in investor behavior

“Alarming” lessons in investor behavior

Consider how you can employ “commitment devices” with your clients to battle certain investor behaviors.

Jun 24, 2014 Categories: The Art of Advising
New economic indicators dashboard

The new-and-improved Economic Indicators Dashboard

We’ve introduced several updates to our Economic Indicators Dashboard to make it even more valuable in gauging the health of the U.S. economy.

Jun 19, 2014 Categories: Portfolio Corner

To ask or not to ask… for a referral

Many financial advisors recognize the power of client referrals, but many aren’t focusing on a key strategy: asking for referrals.

Jun 17, 2014 Categories: The Art of Advising
Invest market high

Does a new market high signal that it is too late to invest?

Some investors are concerned about U.S. equity markets nearing all-time highs again. We are constructive rather than concerned.

Jun 12, 2014 Categories: Portfolio Corner

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