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Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
This piece is approved to use with clients.
Some argue a more moderate, incremental approach to fixing health care is better.
Market Outlooks
Is Social Security a ticking time bomb?
Solutions for avoiding insolvency involve shared sacrifice and political compromise.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Market Outlooks
Revisit immigration reform
Major changes must be made to address the decreasing birth and fertility rate in the U.S.
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?
Portfolio Construction Insights
Do your client portfolios carry hidden baggage?
How many of your client portfolios are built on yesterday’s thinking? Our tips for an upgrade.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Tax Management
2018 Capital Gain Distributions: Won’t get fooled again
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.