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Archive: Preparing for 2019, Outlook and Tax-Smart Investing

November 14, 2018

Financial Advisor IQ invites you to a special video webcast featuring selections from two panel discussions at Russell Investments’ exclusive "Rise to the Challenge" event, produced in partnership with the FT Top Advisors program.

The webcast will air at today 2:30 p.m. You can sign up now by clicking the “Register” button below.

These discussions tackle two important issues for financial advisors as we move towards the end of 2018. First, we will share a portion of a panel addressing tax-smart investing and the benefits advisors can offer clients by helping to minimize the impact of taxes on their investment returns.

Our featured panel will examine the economic outlook for 2019, with a sharp focus on the impact of Fed decisions on interest rates. Panelists on the second panel also addressed their expectations for a coming recession and what key indicators they have their eyes on.

To view the archive, click here:

Register

When:
Today, 02:30 PM - 03:30 PM EST

Price:
Free

Panelists:
Stephen Hollomon, managing director, Hollomon & Shrader Group
Marshal McReal, principal, Garde Capital
Frank Pape, Director of Consulting Services, Russell Investments
Erik Ristuben, chief investment stratigist, Russell Investments
George Taylor, senior portfolio manager, Moss Adams

Moderator:
Bruce Love

THIS MATERIAL IS FOR FINANCIAL PROFESSIONAL USE ONLY AND NOT FOR DISTRIBUTION TO CURRENT OR POTENTIAL INVESTORS

This is not an offer, solicitation or recommendation to purchase any security.

Event registration does not imply obligation or promise to attend.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

The views presented are subject to change at any time based upon market or other conditions and are current as of October 2018. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.

Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.

This publication may contain forward-looking statements. Forward-looking statements are statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as or similar to, "expects", "anticipates", "believes" or negative versions thereof. Any statement that may be made concerning future performance, strategies or prospects, and possible future fund action, is also a forward-looking statement. Forward looking statements are based on current expectations and projections about future events and are inherently subject to, among other things, risk, uncertainties and assumptions about economic factors that could cause actual results and events to differ materially from what is contemplated. We encourage you to consider these and other factors carefully before making any investment decisions and we urge you to avoid placing undue reliance on forward-looking statements. Russell Investments has no specific intention of updating any forward-looking statements whether as a result of new information, future events or otherwise.

Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

Russell Investments is an independent organization and is not affiliated with Money-Media, Financial Times company.

Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.

Copyright©2018 Russell Investments Group, LLC. All rights reserved.

First used: October 2018. RIFIS: 20701