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Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
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Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Goals/Needs-Based Investing
Math Matters: 4 Principles to help You Meet Your Financial Goals
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Learn the four math principles investors can take advantage of for successful goals-based investing.
Advisor Value & Fees
Why work with a financial advisor?
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Advisors can assist you in a full 360-degree spectrum of wealth planning, from investments, to managing your portfolio through different life changes, to retirement and estate planning, as well as guidance on potential tax implications of your investments—in order to help you work toward your financial goals.
Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Market Outlooks
Deep Dive: 2019 - The year to leave the party?
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Erik Ristuben, Russell Investments Chief Investment Strategist, as they share their market outlooks for 2019. Listen as they discuss the unique risks and opportunities associated with late cycle investing.
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.
Investing Ideas
Deep Dive: Investing in Today’s Markets Without a Crystal Ball
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Balkema a Senior Portfolio Manager for Multi-Asset Solutions at Russell Investments, as they explore some approaches for investing in uncertain markets.