Investing Is a House

When looking to build model strategies—or investment portfolios that target and solve for specific client objectives—we should be conscious of our competencies. At Russell Investments, we believe it is essential to understand where we lack expertise and need help. We believe finding the appropriate expert to address or complement your needs is just as important as acknowledging proficiencies.

August 14, 2018 Categories: The Art of Advising

What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How have asset classes performed recently? Explore the Asset Class Dashboard

Image of chalkboard with checklist

The Value of an Advisor: 4-Point Checklist

Investors are looking for advisors to help simplify the complex world of investing—and they’re actively seeking your help! Here’s what you need to do to help deliver value above and beyond a fee.

Aug 6, 2018 Categories: The Art of Advising

Taxable trusts: Fear the reaper

Not all trusts are equal. Taxable trusts—even those with modest taxable income—face the full might of the progressive tax code and would benefit from a tax-smart investment approach. And certain advisors may relish the challenge and rewards that can come with serving these types of accounts. This post will help you brush up on the basics before pursuing such opportunities.

Jul 24, 2018 Categories: Portfolio Corner, Tax Talk

Are recession risks increasing in the U.S.?

It’s logical for us to start asking about when the next recession might occur and the implications of that for multi-asset investment strategies.

Jul 17, 2018 Categories: Economic Insights

Three tax-management charts every advisor should study in 2018

On the fence about the potential benefits of tax-smart investing? These three charts may help you decide.

Jul 9, 2018 Categories: Tax Talk
Russell Investments blog image of book on beach

Summer reading (and listening) for advisors

Getting your summer reading list together? Here are our recommendations.

Jun 5, 2018 Categories: The Art of Advising

Before you bail on bonds, consider these 4 charts

Rising interest rates have spooked many bond investors. However, history shows that not all bonds are that scary—even when rates are rising.

May 17, 2018 Categories: Portfolio Corner
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