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Investment Education Resources

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Featured
Risks and Opportunities: Moving from Cash to Bonds
Featured
Macro and Markets Q1 2024
Advisor Education, Non Product

Macro & Markets – Q1 2024 (video)

Macro & Markets – Q1 2024

Join us for PIMCO’s “Macro and Markets” webinar, a quarterly conversation where we help contextualize the fixed income market and share insights from PIMCO’s Cyclical and Secular outlooks. In this edition –inflation, employment are rate cuts; how a soft landing is possible but risks remain; how markets may have already priced in a cutting cycle; and monetary policy across the globe.
Watch and earn 1-hour of complimentary Continuing Education (CE) for CFP, CIMA, CPWA, and CPA.

Earn CE

Featured
3 Tax Planning Strategies for Clients in 2024
Advisor Education, Advisor Education, Non Product

3 Tax Planning Strategies for Clients in 2024(video)

3 Tax Planning Strategies for Clients in 2024

Tune into an informative discussion on how your clients can benefit from strategic tax planning by increasing retirement account contributions, booking capital losses to offset gains, and bunching itemized deductions for charitable giving.

For additional resources on this topic, including an investor-friendly Tax Guide, visit pimco.com/advisoreducation

Featured
Family Wealth Planning: Steps to Success
Featured
Macro and Markets in Minutes
Active Management, Advisor Education, Non Product, Rates

Macro & Markets in Minutes - December edition(video)

Macro & Markets in Minutes - December edition

Join for “Macro & Markets in Minutes”, where we help contextualize the fixed income market and share insights from PIMCO’s Cyclical outlook, all in under 10 minutes. This quarter: interest rates and duration; cash management, and the municipal bond market,

For a deeper dive into PIMCO’s Cyclical Outlook and more, visit the Post Peak page.

Featured
Year-End Planning Opportunities for Investors
Advisor Education, Non Product

Year-End Planning Opportunities for Investors(video)

Year-End Planning Opportunities for Investors

The fourth quarter is a great time for investors and their advisors to connect on strategies for the year ahead. Join John Nersesian, head of Advisor Education, as he shares topics worth considering for these conversations: tax planning, structuring family meetings, charitable giving and more.

Looking for additional year-end resources, including CE and materials for investors and financial professionals? Visit pimco.com/yearendplanning

Featured
Refresher on Tax Loss Harvesting
myTDF - How the 5 factors affect asset allocation
Defined Contribution, RealPathBlend, Retirement

Meet myTDF - How the 5 Factors Affect Asset Allocation(video)

Meet myTDF - How the 5 Factors Affect Asset Allocation

By going beyond age and considering five demographic factors, myTDF aims to deliver a personalized default solution that’s as easy to use as traditional target date funds. Our latest video takes a closer look at the five factors myTDF uses and how they impact participant allocations.

PIMCO's Advisor Education

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