Fall Checklist AND Stoplist

Maple tree

Checklists are excellent tools for delivering results and optimizing your team’s time. Stoplists are even better for providing focus and helping your team work smarter. Here’s our list of 10 things to stop doing.

September 18, 2018 Categories: The Science 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

Municipal high yield bonds: Why they’re more relevant than ever for your portfolio

One area that continues to draw investors’ attention is the ability of their investments to generate income, especially in this low yield environment. Municipal high yield bonds may be worth a look.

Sep 13, 2018 Categories: Portfolio Corner, Tax Talk
Magician performing a trick, symbolizing idea of need to pay attention to capital gains so don't feel duped at year's end

2018 capital gain distributions: Won’t get fooled again

Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.

Sep 10, 2018 Categories: Portfolio Corner, Tax Talk
Bull and bear market

Bulls vs. Bears

We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.

Sep 4, 2018 Categories: Portfolio Corner

It takes a village: The challenges of raising an international equity portfolio to a tax-friendly level

We recently shared a podcast on the topic of international tax-smart investing within an equity portfolio—and thought it would be beneficial to recap the highlights of this here as well.

Aug 21, 2018 Categories: Portfolio Corner

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.

Aug 14, 2018 Categories: The Art of Advising
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
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