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Tax Loss Harvesting – A Tactical Opportunity
2022 Year-End Planning Strategies
PIMCO Education

2022 Year-End Planning Strategies(video)

2022 Year-End Planning Strategies

Year-end is a great time for financial professionals to help clients organize their financial affairs. Watch John Nersesian, head of advisor education, as he shares strategies for delivering alpha. Topics span investment considerations, tax planning, and family meetings. Looking for additional year-end resources, including CE and materials for investors? Visit

Tax Loss Harvesting and Muni Bonds
Behavioral Science and Volatility
PIMCO Education

Behavioral Science and Volatility(video)

Behavioral Science and Volatility

During periods of market volatility, investors often focus on short-term returns instead of long-term goals. This video reviews how financial professionals can help guide investors, thus reducing negative consequences of emotional decision making and providing valuable guidance. Interested in additional Behavioral Science resources? Visit

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John Nersesian

Head of Advisor Education

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.