The 2017 Tax Cuts and Jobs Act will impact advisors and muni bond investors. Here’s what they should expect moving forward in 2018.
Which blog posts generated the most interest from readers in 2017? We wrap up the year with a look back at the top five most-viewed posts on the Russell Investments blog.
Natural disaster devastation, pension and other post-employment benefit actuarial uncertainty, changing political landscapes, shrinking regional economies and complicated legal descriptions of security and default remedies all contribute to anxiety in owning municipal bonds.
Active vs. passive? It’s the wrong debate.
Provisions of the DOL’s fiduciary rule went into effect on June 9, but the controversy over its impact on advisors and clients continues. In this live, Munk-style debate moderated by Bob Huebscher, Tom and Knut will take opposing sides on the following proposition:The benefits to investors and society of implementing the DOL fiduciary rule far outweigh the costsKnut will speak in favor of this proposition, while Tom will argue against it, covering issues such as:•Should the decision to work with an advisor who adheres to the fiduciary standard or the suitability standard be left to investors, rather than the government?•Will the rule create administrative burdens and liability risks that will discourage advisors from serving retirement clients?•Will registered representatives moving from commission-based to fee-based compensation no longer be willing to take on clients with smaller pools of retirement assets?
Can 529 funds be used for gap-year expenses? I recently had a parent ask me if their child’s 529 college savings account money could be used to help pay for gap-year expenses. Here’s the short answer: Maybe.
With the stock market at record heights, interest rates steadily ratcheting up and the possibility of tax reform, wealthy investors are seeking advice on how to mediate the risk of concentrated single-stock positions and incorporate them into their tax-management and estate planning strategies. In this webinar, Thomas, Nischal and Elizabeth will discuss a variety of tools and techniques advisors can use to help these clients: •decide in a logical, rather than emotional, way to maintain or liquidate some or all of their single-stock positions;•manage single-stock risk on a short-term basis;•diversify out of their concentrated positions in a tax-efficient manner; and •reduce their downside risk on a long-term basis without relinquishing ownership of their shares or capping their upside.
What to consider when saving for multiple children’s college educations.
Today’s parents are all too aware that higher education comes with a sky-high price tag, but financial aid can offer a real lifeline when it comes to mounting college costs.
Stock protection funds are new way for clients to diversify and mitigate the risk of concentrated positions.