Beware the path to extinction

A growing segment of advisors risks extinction largely because of their comfort with the status quo. What can you do to avoid falling into that trap?

Oct 29, 2015 Categories: The Science of Advising

Equity strategies to consider to help weather volatility

If market volatility is truly making a comeback in U.S. equity markets, advisors may want to consider the merits of high quality stock and volatility managed investment strategies to help client portfolios weather the storm.

Oct 27, 2015 Categories: Portfolio Corner
October 2014 Economic Indicators

Economic Indicators Dashboard – Housing and consumer confidence

Stellar home prices and consumer sentiment readings appear to confirm that the U.S. economy continues its path of moderate growth.

Oct 22, 2015 Categories: Economic Insights
Coin jars

Jump on the bandwagon: National Save for Retirement Week

Use the National Save for Retirement Week as an excuse to have a planning conversation with your clients. Leverage our popular retirement blog posts for inspiration and tips for engaging clients.

Oct 20, 2015 Categories: Portfolio Corner
cio3 image

CIO3: Markets in Perspective

Here are the top three market themes affecting positioning and performance last month from some of our experts, including our CIOs (Chief Investment Officers) across Russell Investments.

Oct 15, 2015 Categories: Economic Insights

6 ways many investors mess up tax-loss harvesting

The recent market volatility has many advisors reviewing client portfolios for opportunities to harvest or recognize any possible losses. In doing so, make sure you don’t fall prey to six common tax-loss harvesting traps.

Oct 13, 2015 Categories: Portfolio Corner
Morning run

Engage clients using this guide to help develop their investing path

Recent market volatility has many advisors working overtime to help prevent clients from making knee-jerk decisions. The latest Investor newsletter can help in those discussions.

Oct 8, 2015 Categories: The Art of Advising

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