Investor Newsletter - Fall 2014

Helping clients balance their heart, mind and portfolio

Use the latest Investor newsletter to help your clients balance their heart, mind and portfolio.

Oct 7, 2014 Categories: The Art of Advising
2014 Global Outlook

A year of validation indeed

Global Head of Investment Strategy Andrew Pease offers a sneak-peek at his team’s upcoming quarterly outlook report.

Snapchat portfolio

“Snapchat”® for portfolio reporting

Many investors’ portfolios are complex and dynamically evolving. But a snapshot of a client’s portfolio can remind them how all the pieces fit together.

Sep 30, 2014 Categories: The Art of Advising
Boy father fishing

Money talks

Conversation starters: Help your clients have tough, but necessary, financial conversations with their families.

Sep 25, 2014 Categories: The Art of Advising
October 2014 Economic Indicators

Economic Indicators Dashboard – September 2014 Update

The level of the 10-Year U.S. Treasury Yield is a subject of much debate and expectation. When a client wants to debate or speculate, the Economic Indicators Dashboard can be a helpful starting place for a context-setting conversation instead.

Sep 23, 2014 Categories: Economic Insights
Investors’ questions reveal moods of the market

Road report: Investors’ questions reveal moods of the market

Mark Eibel, one of Russell’s investment strategy experts, discusses what he hears from clients and investors on the road.

Long term

Taking the time to take the long view

We all know that it’s easy for investors to get caught up in “now” – whether that is represented by all-time market highs or record-breaking lows. It’s much more difficult to keep your eye on the long-term future, particularly since investing is wrought with emotions.

Sep 16, 2014 Categories: Economic Insights

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