John Nersesian
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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.
Practice Makes Perfect: Planning for 2025
Head of Advisor Education John Nersesian and Account Manager Mary Hoppe explore the evolution of financial advice, offering strategies to elevate your practice. From tax planning and charitable giving to portfolio rebalancing, they share essential insights to prepare for the year ahead.
Manager selection is paramount when selecting ETFs for fixed income investing. Learn about the structural advantages of ETFs and additional considerations when using fixed income ETFs. Explore the benefits active fixed income ETFs bring to your practice.
Not all cash is the same. Learn how to help optimize your clients’ cash allocations through liquidity tiering and by tapping into opportunities for higher yields and price appreciation.
Tune in for ideas on how advisors can address client concerns about moving money out of cash to invest it more productively into bonds – which have historically experienced less risk than stocks.
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.
Family Wealth Planning: Steps to Success
Clients focused less on capital accumulation and more on legacy need their advisors’ help to make the transition. John Nersesian, head of advisor education, provides insights into how to have conversations with clients, plan successful family meetings and more.
Investors often keep cash in their portfolios for liquidity needs and defensive reasons, and cash balances are currently at record high levels. Help investors overcome concerns about putting cash to work and how best to position cash allocations in this environment to maximize potential. Watch now to learn why the time is right to consider moving cash off the sidelines into fixed income.
An Introduction to 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 – with John Nersesian, head of advisor education. Download the Charitable Giving Guide and the Tax Guide for up-to-date information, and visit pimco.com/advisoreducation for more planning strategies.