Russell Investments
Deep Dive | Talking taxes: The value of tax-managed investing amid COVID-19
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:25:49
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Sinopse
Description:Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Frank Pape, Senior Director of Portfolio Consulting at Russell Investments as they talk about the latest ways your clients may benefit from tax-managed investing in a post-COVID era.Disclosure:Sources:14:20:ICI info-2019 ICI Factbook.7:08- Capital Gains for 2015, 2018, 2019U.S. Stocks: Russell 3000® Index. U.S. equity funds: Morningstar broad category ‘US Equity’ which includes mutual funds and ETFs (and multiple share classes).% = Calendar Year Cap Gain Distributions / Year-End NAV. For years 2001 through 2013, used oldest share class. 2014 forward includes all share classes. Indexes are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.The Russell 3000® Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. eq