We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
These are uncertain times. We work with great advisors that have shared their observations and resources with us and we thought you might find some of this helpful.
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
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.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.