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Macroeconomic & Geopolitical
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
Last week, as the stock market came under pressure, Federal Reserve Chairman Powell testified to Congress that the Fed could, and would, remain exceptionally accommodative on the monetary policy front.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
Macroeconomic & Geopolitical
Creative Destruction
This piece is approved to use with clients.
Economist Joseph Schumpeter coined the phrase “creative destruction” to describe the way innovation in the manufacturing process increases productivity while destroying the old way of doing things as a new efficient way is developed.
Tax Management
Your words matter! Especially when it comes to TAXES.
Russell Investments has crossed an important milestone with our Tax-Managed Model Strategies. We now have a 15+ year track record to talk about. One thing is very apparent: taxes are hard and the differences between approaches vary wildly.
Advisor Value & Fees
Is a financial advisor worth the cost?
This piece is approved to use with clients.
My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Advisor Value & Fees
Traits of great financial advisors
This piece is approved to use with clients.
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who can help you meet your financial goals and have a good time doing it.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Advisor Value & Fees
Why work with a financial advisor?
This piece is approved to use with clients.
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.