Russell Investments

Our Chairman & CEO Zach Buchwald suggests America needs a national retirement plan, starting with automatic accounts for high school graduates. Read more in Barron's: https://lnkd.in/exZU-PSS

🥳 40 years and counting! 🥳 Team Canada recently celebrated the 40th anniversary of Russell Investments’ operations in the country, gathering for a photo session at the Toronto Stock Exchange among many other activities such as a dinner and trivia contest. Thank you to everyone who has been a part of our success over the past 40 years in Canada — here's to 40 more! 🥂 🥳 40 ans et ça continue! 🥳 L’équipe Canada a récemment souligné le 40e anniversaire des opérations d’Investissements Russell dans le pays, en se réunissant pour une séance photo à la Bourse de Toronto, parmi de nombreuses autres activités telles qu'un dîner et un jeu-questionnaire. Merci à tous ceux qui ont contribué à notre succès au cours des 40 dernières années au Canada — et en route vers 40 ans de plus! 🥂

We are thrilled to welcome Jonathan Needham as President, Russell Investments Canada Limited (RICL) and Head of Advisor and Intermediary Solutions Canada! We’re excited to have Jonathan’s leadership as we build on our strong momentum in the region and our deep commitment to helping advisory practices thrive. Welcome aboard, Jonathan! Nous sommes ravis d'accueillir Jonathan Needham en tant que président d'Investissements Russell Canada Limitée (RICL) et chef des solutions pour conseillers et intermédiaires Canada! Nous sommes ravis de pouvoir compter sur le leadership de Jonathan alors que nous capitalisons sur notre forte dynamique dans la région et sur notre profond engagement à aider les cabinets de conseil à prospérer. Bienvenue à bord, Jonathan!

Our Auckland team recently spent a rewarding day on Motutapu Island, lending a hand to protect this stunning sanctuary in the Hauraki Gulf. 🏝️ Their mission? Tackling invasive weeds like moth plant and woolly nightshade, which have flourished due to heavy rainfall. Early intervention is key to preserving the island's unique ecosystem. A huge thanks to the Motutapu Restoration Trust for sharing their expertise and deep knowledge of New Zealand's native flora. It was a day of meaningful work and learning in a truly beautiful setting.

✂️ The European Central Bank and the Bank of Canada both slashed rates by 25 bps 🛡️ The Fed held rates steady amid ongoing economic resilience ✌️ The importance of staying calm and disciplined during times of uncertainty On today's #MarketWeekinReview, Investment Strategist BeiChen Lin recapped the latest rate decisions from the U.S. Federal Reserve, the Bank of Canada, and the European Central Bank. He also shared key takeaways for navigating market volatility and uncertainty, speaking in Mandarin during the final portion of the segment in honor of the Lunar New Year. Mandarin translation: "When investors are faced with an uncertain economic environment, we think it's important for investors to be calm. We think investors need to be able to objectively look at the macroeconomic data and company earnings situations to be able to make better investment decisions. So in the current circumstances, staying calm is critical." #Economy #Finance #Investing

We're so excited to welcome Surekha Shenoy Kunder to Russell Investments as Managing Director for India! Surekha will play a key role in driving growth and strengthening the firm’s presence in Mumbai, one of our key global hubs. Welcome, Surekha!

Head of Multi-Asset Rob Balkema discusses the market’s reaction to the recent AI news and the rapidly changing dynamics across the investment landscape. #AI #Investing #Finance

📅  The U.S. could impose tariffs on China, Mexico, and Canada starting next month 🏛️  The Fed is widely expected to hold rates steady at its upcoming meeting 📊  Big Tech earnings season, which kicks off next week, will be a key focus for markets On this week’s edition of Market Week in Review, Director and Senior Investment Strategist Alexander Cousley, CFA discussed the headlines from U.S. President Donald Trump’s first days back in the White House. He also shared some of the main investor watchpoints for the week ahead, including corporate earnings and the U.S. monetary policy outlook. #Investing #Earnings

📝 Tax planning in 2025: Five key topics to discuss with your clients now 📝 1️⃣ Create a realistic plan Taxes are not going to zero, so help your clients embrace what we have today and plan accordingly. Talk to your clients about which tax rates applies to them and then discuss ways to mitigate the impact of those taxes on their portfolio. 2️⃣ Prepare for potentially higher capital gains distributions Whether it's through higher volatility or a cyclical change in drivers of market returns, we believe turnover in portfolios is likely to increase. And this means taxable gain realizations will increase as well. Plan now. Think about how harvesting losses, transitioning a portfolio, and embracing tax management can help your client pursue improved after-tax wealth. 3️⃣ Don't overlook interest income Interest is taxable as ordinary income. Yes, this is something that needs to be said multiple times and many different ways. Too many investors still don't understand this and are overweighted in their taxable portfolios with ordinary interest-paying investments. At the top federal income tax bracket of 37% plus the 3.8% Net Interest Income Tax, interest income could be taxed at 40.8%. However, the interest income on investments that pay Tax Exempt Interest is 0.0%. What do you think is better for your clients? A tax rate of 40.8% or 0.0%? 4️⃣ Start legacy planning early What's stopping investors from acting now? Often it's overthinking. Don't let analysis paralysis delay important legacy planning. If the tax laws change, plans can be adjusted. But without a plan, an investor's estate could face unnecessary taxes, leaving their loved ones with less. Encourage your clients to act now and secure their financial legacy. 5️⃣ Embrace tax management Many investors manage their taxable and tax-deferred accounts in the same way (i.e. IRAs, 401Ks, 403Bs, etc.). This is understandable: when a strategy works in one type of account, it's natural to assume it will work in another. Unfortunately, taxable accounts have an additional investment parameter that comes as a sizable cost for investors. That cost is taxes, and the impact can be large. As time goes on and as assets grow, so does the annual tax bill. Worse, the tax drag compounds over time, eating away at after-tax wealth. The long-term impact? It could eventually eclipse the initial investment. Don't underestimate the power of compounding taxes—plan wisely to minimize the cost.

What should investors consider as the new administration takes office? Join us on Feb. 25 at 1 p.m. Eastern/10 a.m. Pacific as we analyze the new administration through the lenses of: ·        Tariffs ·        Immigration ·        Fiscal policy ·        Deregulation Register here: https://lnkd.in/greHmXCQ