The U.S. Ends Iranian Oil Waivers. so Why Did Oil Prices Drop?
In today’s episode of Market Week in Review, Head of AIS Business Solutions Sophie Antal Gilbert was joined by Chief Investment Strategist, Erik Ristuben. Together, they talked U.S. GDP, earnings seasons and Iranian oil waivers.
China Beats Expectations and Brexit Avoids the Cliff Edge. What Does It Mean for Markets?
On the latest edition of Market Week in Review, U.S. Institutional Senior Director Rob Cittadini and Senior Investment Strategist Paul Eitelman discuss recent economic data from China, the Brexit deadline extension, and the contrasting impact on global equity and fixed-income markets.
2019 Global Market Outlook Q2 Update: The Pause That Refreshes
Markets are caught between incoming data that point to slower global growth and forward-looking factors that suggest improvement later in the year. With the pause in U.S. Federal Reserve rate hikes, we expect modest recovery in global cycle conditions.
The Function of the Form: What Advisors Need to Know About the New Form 1040
Are investors paying too much in investment taxes? Can you help them create better after-tax outcome? Without a basic understanding of the individual tax forms, it can be challenging to critically analyze. Given this is the first tax year to reflect the Tax Cut and Jobs Act, there are a few changes advisors should understand to better prepare for reviewing clients and prospects tax situations relative to their investments.
The Fed Could Still Hike Rates Again This Year. Here's Why.
As expected, the U.S. Federal Reserve (the Fed) left interest rates unchanged at the conclusion of today’s policy meeting, once again emphasizing a patient approach to monetary policy in the months ahead.
Best Practices for Preparing Your IRS Form 990
Most tax-exempt organizations are required to file the IRS Form 990 annually. The form demonstrates an organization is fulfilling its tax-exempt purpose, and its financial resources are being used to further these purposes. It’s also meant to encourage accountability and transparency of activities, governance and relationships.
Don't Break Your Team
I’ve talked with too many teams seemingly under stress over the last year, and not necessarily stress created by the markets. Rather, the stress has been internally induced, often stemming from poorly executed or evolved service models.
DB Contributions Expected to Plummet in 2019
Observing the latest developments of the largest corporate defined benefit (DB) plans in the U.S. offers a glimpse into the DB industry, and perhaps a foreshadowing of things to come. After two of the strongest years ever for pension contributions, the coming year may feature the weakest seen in a generation.
5 Strategies for Outcome-Oriented Advisors in 2019
It’s the beginning of the year and markets have been volatile. You’re thinking about client reviews and outlooks, and the fee discussions that may come along with those meetings. As you prepare to step into that conversation, remember one thing: Your job is to help your clients stay focused on the outcome.
Stay of Execution: Will the Fed's Rate Pause Breathe More Life into the U.S. Expansion?
As we head deeper into the year, the U.S. economy continues to grind slowly forward despite trade concerns and Brexit worries. Markets have rebounded from their Christmas Eve lows, and the Fed has signaled that rate hikes are on hold for several months. Does this mean the all-clear has been sounded?
2019 Fixed Income Survey: Is a Change in Market Dynamics Afoot?
Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we ask: Is the Fed providing markets with false comfort?
Not-So-Great Expectations: Will Market Struggles Continue This Year?
Is there a path upward for markets this year? Much has been made in the news recently about the possible onset of the next recession—and rightfully so, in our opinion, as we believe the next economic downturn is a matter of when, not if.
2 Critical Metrics for Your Advisory Business
For over 20 years, Russell Investments has partnered with thousands of financial advisors to help them evolve and deepen client relationships. I’ve found that when advisors hear about our data-driven business solutions capabilities, advisors are generally most curious about two things…
January FOMC Meeting: A Pause, but (Probably) Not the End of the Tightening Cycle
Leading into today's Federal Open Market Committee (FOMC) decision, Chair Jerome Powell and a host of regional Federal Reserve (the Fed) bank presidents had unanimously expressed support for a pause in the Fed's tightening cycle. Even perma-hawk Esther George, from the Federal Reserve Bank of Kansas City, advocated for a cautious and patient approach to monetary policy in her speech a few weeks ago.
2018 Capital Gains: Adding Insult to Injury
Investors are likely looking at their portfolios and trying to determine how the volatile fourth quarter impacted their returns and how it impacted progress toward their financial goals. Having the market (Russell 3000® Index) pull back -14% in a single quarter and drop -5% for the year is tough, but for taxable investors, the possible tax hit will add insult to injury.
Winning New Business from Existing Clients
Asset allocation proposals--helping an investor visualize how a particular asset allocation can best help them meet their goals--are a mainstay of winning new clients. But proposals can also be used to generate new business from existing clients. One way is through introducing the concept of asset location: allocating assets across the various accounts within a household to be more tax-efficient.
Multi-factor investing, demystified: Part 1
Here’s a recap of the first part of our podcast on multi-factor investing, answering frequently asked questions such as: What is a factor? What are some common factors? Why is multi-factor investing so popular today?
Year-End Fixed Income Survey: Opposing Viewpoints from Global Credit and Interest Rate Managers
See what our latest survey of global fixed income investment firms reveals about expectations for U.S. interest rates, credit fundamentals and emerging market foreign exchange.