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Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Behavioral Finance
How Long Can A Good Fund Look Bad?
This piece is approved to use with clients.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Behavioral Finance
The formula for happiness: Wanting what you have
What if I told you that there’s a formula that is exceedingly easy to remember and could positively impact almost every decision you make? What if I told you that there is a formula for happiness?
Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Client Relationships
7 things every advisor should know about the slacker generation
Where am I going to get my next client? It’s a common refrain that echoes in the minds of many advisors. As baby boomers continue to age, many advisors are trying to figure out where to go to find the next generation of growing assets.
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
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.
Behavioral Finance
There is never a good time to invest
This piece is approved to use with clients.
Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Client Life Events
The family conversation you should not avoid: How to discuss your legacy
This piece is approved to use with clients.
Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.