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.
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.
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.
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.
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.
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.
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.
Phone: (800) 787-7354
Email:
service@russellinvestments.com
Subscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.
We will only use your email for Helping Advisors Blog updates.
