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Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
This piece is approved to use with clients.
Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Policy and Regulatory Commentary
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
Policy and Regulatory Commentary
The SECURE Act: 4 Key Changes Advisors Need to Know About
At the end of last year, Congress passed the SECURE Act as part of the year-end appropriations bill and introduced some big changes to the retirement system in the U.S.
Many people saving for retirement probably will not notice anything all that different. However, financial advisors need to be aware of four key changes, particularly for clients near retirement.
Policy and Regulatory Commentary
Emergency Interest Rate Cuts—Will They Work? Do They Matter? Frequently Asked Questions
Taking pressing questions and getting our in-house investment professionals to answer them in a jargon-free manner.
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.
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?
Fixed Income Insights
Tax Reform Impacts Call Into Question Coastal Muni Values
Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel the implications. As tax returns are beginning to be filed, residents in the high tax coastal jurisdictions may face some unpleasant surprises, resulting in a realization that the municipal bond tax-exemption is still an efficient way to shield taxable income.