Archive

Author Archive for Mark Spina


Words create worlds: Shift the conversation AND potentially deliver better outcomes

How do you prove your value to clients? We believe the best advisors focus on long-term outcomes instead of beating short-term benchmarks. Towards that, we offer a few suggestions.

November 13, 2018 Categories: The Art of Advising

Outcomes are the new alpha

Helping investors reach their goals by focusing on outcomes, we believe, is the only measurement of success.

Oct 4, 2018 Categories: The Art of Advising

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
Helping Advisors blog image of man calculating taxes, signifying tax-managed investing strategies

Three typical approaches to tax-managed investing. And why they’re wrong.

If you’re not paying attention to tax drag on taxable investments, you’re almost certainly paying the price.

Apr 26, 2018 Categories: Portfolio Corner, Tax Talk
Helping Advisors blog image of airplane climbing to new heights, signifying opportunities with revamped practice management program.

Why practice management is not enough. And why it’s time to transition.

We believe practice management programs require a significant shift in focus to further drive advisor success. Here’s how we plan to do it.

Apr 17, 2018 Categories: The Art of Advising

High-value clients and the asymmetrical nature of advisor math

Gaining high-value clients requires hard work and a disciplined process. Cleaning up a book to create capacity is part of that.

Mar 1, 2018 Categories: The Science of Advising
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