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.
Putting market pullbacks and “worst” market days in perspective for rattled or complacent clients
Help calm client nerves by putting the recent uptick in U.S. stock market volatility into perspective.
Growing your business? Remember: Her before Heir
Don’t overlook the female spouse in a client relationship. She will likely inherit the assets before the next generation does.
U.S. stocks still appear expensive
The volatile markets of early February barely eased stretched U.S. equity valuations. Global diversification is likely to help investors stay the course.
Markets are volatile—now what? Guidance from a practice management expert
Consider these practice management tips for making the legacy of market volatility be deeper relationships and valuable referrals.
Despite TCJA, tax-aware investing still matters
The recent tax law changes don’t change the fact that taxes likely take a bite out of non-qualified investment portfolios.
3 approaches to preparing a bond portfolio for rising interest rates
Rising interest rates are not a reason to bail on bonds. Rather, it’s an opportunity to consider diversifying bond exposure.
Connect with us
Phone: (800) 787-7354
Email:
service@russellinvestments.com
