ADVISOR HANDBOOK
AFTER-TAX WEALTH

 

Tax-managed investing and investment-related tax info, all in one place.

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Helping advisors with:

INVESTMENT SOLUTIONS

Globally, we work to source investment ideas to help deliver real value, manage risk and gain new sources of return.

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BUSINESS SOLUTIONS

We can help you transform and grow your business by focusing on what matters to your clients.

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Post-Election Commentary
with Mark Eibel
Director, Client Investment Strategies

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Mr. Eibel discusses election implications related to taxes; energy, pharma, and tech regulations; the U.S-China trade relationship; and an economic stimulus package.

Read Pre-Election Economic & Market Review (EMR)

Download Post-Election EMR

Market & Election Cycle Commentary
with Mark Eibel
Director, Client Investment Strategies

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The U.S. stock market growth has trended up over the long-term, despite which party has controlled the White House, Senate, or House. Mr. Eibel emphasizes why it's important to focus on the policies rather than the people in office.

Explore our Economic & Market Insights

Advisor resources for navigating uncertain times

Road with light trail

Client reviews

Conducting effective client reviews is especially important during periods of market uncertainty.

Let this be your roadmap

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Client conversations

Consider these best practices and resources to navigate the current environment toward deeper relationships with your clients.

Client conversations center

Assess your readiness for Regulation Best Interest

video conferencer

Staying invested

We’re here to help you and your investors navigate through market volatility and focus on the long term.

Managing through market volatility

Black pawn

Opportunity

Use market volatility to lower—possibly even eliminate—a client's tax bill.

The tax-managed opportunity

Tax-managed investing

Because it's not what you earn that counts, it's what you keep

Crash course on tax-management

Read up on Russell Investments' approach to tax-managed investing.

How we manage taxes

Blog post collection

Explore the many blog posts our experts have written on the tax-management topic.

All tax-talk posts

Our tax-managed products

Find one of our many tax-managed products that will work for your business.

All tax-managed products

Recent blog posts

Hear from our experts on the issues our clients care about



A PERFECT STORM?

Four ugly truths you need to know before capital gains season arrives

Prepare today

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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Our clients

We proudly serve some of the world's most iconic investors.

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Awards

Take a look at the global recognition for excellence we've received.

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Insights

Up-to-date with insights from our experts on global markets and trends.

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Diversity

We proudly support equality and diversity in the workplace.


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Corporate responsibility

We embody a strong commitment to exceptional standards of corporate responsibility.

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