OUR 1099 GUIDE SHOWS WHAT'S UNDER THE HOOD OF INVESTMENT TAX FORMS.
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This client-ready guide outlines some important points investors need to know during this tax season and can help you conduct effective tax conversations with your clients.
Tax-managed investing
Because it's not what you earn that counts, it's what you keep
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2022 Global Market Outlook: The great moderation
Global economic growth will be slower but still above trend in 2022. This forecast should allow equities to outperform bonds. Inflation has yet to peak, but it will likely decline over the year and as a result any central bank tightening will be modest.
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Recognition
We rise to the call of serving our clients.
Thought Leadership / Education – 2019 Value of an Advisor Study1
Excellence and innovation in wholesaling practices2.
1Russell Investments won 2019 MMI/Barron's Industry Award for Thought Leadership/Education honoring new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions. For additional details on the 2019 MMI/Barron’s Industry Awards including how nominations are evaluated, please refer to: https://www.mminst.org/2019-mmibarron%E2%80%99s-industry-awards-nomination-guidelines-and-frequently-asked-questions
2Source: MMIBarron's: Russell Investments was named as the winner of 2018 MMI/Barron’s Industry Award for Field Sales Distribution – honoring firms that exemplify excellence and innovation in wholesaling practices.
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Compliance with U.S. Executive Order 13959
On June 3, 2021 President Biden signed an Executive Order to further address the ongoing national emergency declared in E.O. 13959 “Addressing the Threat from Securities Investments that Finance Certain Companies of the People's Republic of China” and related FAQs. The E.O. addresses the threat posed by the military-industrial complex of the People's Republic of China (PRC) and its involvement in military, intelligence, and security research and development programs, and weapons and related equipment production under the PRC's Military-Civil Fusion strategy. The E.O of June 3, 2021 amends E.O 13959 and restricts the purchase or sale of any publicly traded securities, or any publicly traded securities that are derivative of such securities or are designed to provide investment exposure to such securities, of any person listed in the Annex to the order. We have taken steps as required to comply with the Order to the best of our knowledge and belief. We continue to monitor this matter to assess any potential impact or actions needed, as facts and circumstances continue to evolve.