ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

Most Recent Articles

Gundlach: Don't Fear Fed Tightening by Robert Huebscher

Throughout the post-crisis period, collective wisdom among market forecasters has held that interest rates would rise. But low rates have persisted, proving those prognosticators "dead wrong," in Jeffrey Gundlach's words. Gundlach, correctly contrarian in his interest-rate predictions, now believes the Fed will raise rates in 2015 but investors should not fear Fed tightening.

Most Recent Commentaries

Are Bonds Really Less Risky than Equities? by Patrick Rudden of AllianceBernstein

It’s practically an investing axiom that government bonds are much less volatile than equities. But that depends on how you look at it. In fact, our research suggests that income streams from stocks are actually much less volatile than those of government bonds.

The Median Stock Is Once Again Negative YTD by Team of GaveKal Capital

The median year-to-date performance in the MSCI World Index with two weeks of trading left is -1%. The median stock was up 20% at this point last year and was up 13% at this point in 2012.

Plunging Oil Prices Spark Fears of Global Recession by Gary Halbert of Halbert Wealth Management

Today, we touch on several bases. No doubt everyone reading this noticed that stocks tanked last week, and now seem to be moving in lockstep with oil prices. While consumers welcome cheaper gas and heating oil prices, there is a growing fear that the collapse in oil prices may be a harbinger of a global recession.

If Corporate America Is Investing in Sustainability, Then Why Aren’t You? by Michael Marinus Young of AdvisorShares

Unfortunately, thirty seconds in an elevator or hallway is not enough time to build the case for sustainability. But here on AlphaBaskets, we’re afforded the space and time to better explain why Sustainability should matter to them, and you.

Where Did The New Middle Class Citizens Go? by William Smead of Smead Capital Management

The "well known fact" with regards to oil over the last decade read like this: because of huge GDP growth in emerging markets like China, there were going to be 400 million new middle class citizens born of uninterrupted prosperity; they were going to want all the autos, consumer goods, $10,000 watches and food that Americans have.

Oil, Employment, and Growth by John Mauldin of Mauldin Economics

Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into the future and think about how 2015 will unfold. In forecasting US growth, I wrote that we really need to understand the relationships between the boom in energy production on the one hand and employment and overall growth in the US on the other.

Please Make it Stop! by Jeffrey Saut of Raymond James

He said: “Jeff, you sure were right in Thursday morning’s verbal strategy comments when you said we should get a bounce following Wednesday’s 90% Downside Day, but that that bounce should not hold and for the perfect set-up to occur for the Santa Rally would be to have the S&P 500 come back down and travel into the 2000 – 2010 level.”

High Anxiety by Scott Brown of Raymond James

Federal Reserve policymakers meet this week to set monetary policy. The key concern is the timing of policy normalization. Officials may be anxious to begin lifting short-term interest rates, but they need to be very careful about managing market expectations. The risks of tightening too soon or too late are not symmetric and with the financial markets in turmoil, the Fed will not want to add to the level of anxiety.

How Much Risk Should Clients Take? by Joe Tomlinson

Determining the degree of risk that is appropriate and tolerable in clients' financial plans is central to an advisor's role. I will show how advisors should deconstruct risk into six components and then integrate them using a framework to provide the best recommendations for clients.

Financial Planning for an Uncertain Energy Future by Richard E. Vodra

Advisors hearing optimistic forecasts of plentiful new supplies of oil that may last for decades may be encouraged to make aggressive projections for their clients. It is critical to understand the role oil plays in the economy and the factors that will affect future supplies. Advisors should "drill down" beneath the slogans to see both risks and opportunities upon which to base their recommendations.

Turning Resolutions into Reality by Dan Richards

I will outline the research on the tactics that go into creating the new habits that will turn your personal and business New Year's resolutions into reality.

Why I'm Concerned about Stock Market Valuation Levels by Ron A. Rhoades, J.D., CFP®

Looking at a range of valuation metrics, long-term investors have good reason to worry about the U.S. equity market. They can take comfort, however, in the fact that certain asset sub-classes are less overvalued that others.

Increase the Emotional Connection with Your Prospects by Daniel Solin

To convert prospects into clients, you need to make an emotional connection. Lecturing, educating, presenting data or otherwise demonstrating your superior expertise in financial planning and investments will not achieve that goal.

Career Center by Various

Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.

The Top Priority for Growth in 2015 by Beverly Flaxington

What is the number one most important area to focus on for growth in 2015?


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