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PIMCO Education Secure Act 2.0: Key Provisions and Implications(video) Secure Act 2.0: Key Provisions and Implications New provisions of Secure Act 2.0 have expanded the opportunities for Americans to save for retirement. Watch John Nersesian, head of Advisor Education, summarize the key benefits for retirement plan participants and their beneficiaries. Visit pimco.com/advisoreducation to learn more about this and other topics.
PIMCO Education Bonds are Back: Making the Most of Today’s Market(video) Bonds are Back: Making the Most of Today’s Market Tony Crescenzi and host John Nersesian take a deep dive into today’s bond market and the impact of Fed policy, how investors should be thinking about their fixed income allocations now, and the compelling opportunities presented by higher starting yields across sectors. To explore investment strategies for every market, visit pimco.com/outcomes.
PIMCO Education Bonds are Back: The 3 Fs (Pressure Points) and Moderating Inflation(video) Bonds are Back: The 3 Fs (Pressure Points) and Moderating Inflation Tony Crescenzi and host John Nersesian discuss the 3 F’s (The Fed, Fiscal Policy, and Financial Conditions) that may reduce inflation rate. Learn why today’s higher starting yields across fixed income sectors – combined with potentially lower volatility – help set the stage for bond investors to pursue alpha in 2023. Visit pimco.com/solutions to explore solutions in every market environment.
PIMCO Education Maximizing Effectiveness of Charitable Giving(video) Maximizing Effectiveness of Charitable Giving Explore strategies to help your clients manage charitable giving in a more intentional way to maximize effectiveness – both for themselves and the charities of their choice.
PIMCO Education Tax Loss Harvesting – A Tactical Opportunity(video) Tax Loss Harvesting – A Tactical Opportunity John Nersesian, head of Advisor Education, provides a primer on tax loss harvesting— a strategy that can help advisors alleviate their clients’ tax burden and improve their balance sheets. Interested in additional advisor and investor resources? Visit pimco.com/yearendplanning
John Nersesian Head of Advisor Education Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.