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

Most Recent Articles

How AQR's New Fund Adds Value - An Alternative Approach to Alternatives: Investing with Style by Larry Swedroe

The conventional justification for alternative investments has been their ability to effectively diversify against core equity and fixed-income allocations. But, in many cases, the empirical data doesn't support that view. A new fund provides a different way to obtain returns from sources that have low to negative correlation to stocks and bonds, as well as each other - an alternative to alternative investment vehicles.

Most Recent Commentaries

The U.S. Labor Market - Show Me the Money by Marie Schofield of Columbia Management

The U.S. labor market data has improved in the last six months now that many measures have reached cyclical highs. For the Federal Reserve though, this is not enough. They want to see this data feed through to a broader rise in incomes and wages, and ultimately spending. This will be necessary to bend the economic trajectory toward sustainably higher growth.

The "Other" Problem for Bond Investors by Robert Isbitts of Sungarden Investment Research

For a while now, my firm and I have been devout in alerting our clients and blog subscribers to the issues that will confront them as investors if/when the more than three decades of generally falling U.S. interest rates reverses itself. But what if they don't rise much for a while, and instead stay around where they are?

Flows Potential: Fund Managers Remain Under-Weight Japan by Jeremy Schwartz of WisdomTree

The recent bout of aggressive monetary policy easing by the Bank of Japan (BOJ), combined with the direct purchases of equities by the Japanese Government Pension Investment Fund (GPIF), has brought on a new period of positive sentiment toward Japanese equities.

Japanese Recession and the Referendum on Abenomics by Team of Northern Trust

Early this week, Japanese Prime Minister Shinzo Abe announced that he will delay to April 2017 from October 2015 the next phase of his country’s consumption tax hike. In addition, he dissolved the lower house of Parliament and announced that elections will be held on December 14.

Hiring Good Managers Is Hard? Ha! Try Keeping Them by John West, Amie Ko of Research Affiliates

Because the likelihood of hiring equity managers who will outperform the market is remote, it is sensible for investors to monitor their actively managed funds. But placing underperforming managers “on watch” might not be the best policy.

Will $2.50 Gasoline Catalyze U.S. Consumer Stocks? by William Smead of Smead Capital Management

A great deal has been written about how lower gasoline prices could stimulate discretionary purchases in the United States. RBOB gasoline futures peaked on June 20, 2014 at $3.12 per gallon and closed on November the 14th at $2.04. Those in the bearish camp like Randall Forsyth at Barron’s argue that lower oil and gas prices will negate and ruin the economic benefit of the oil boom.

The Abenomics Death Spiral by Peter Schiff of Euro Pacific Capital

As Japanese Prime Minster Shinzo Abe has turned his country into a petri dish of Keynesian ideas, the trajectory of Japan's economy has much to teach us about the wisdom of those policies. And although the warning sirens are blasting at the highest volumes imaginable, few economists can hear the alarm.

Outlook 2015: European Equities by Rory Bateman of Schroders Investment Management

Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.

Why the Risk-Reduction Benefits of Bond Ladders Have Been Overstated by Joe Tomlinson

Proponents of bond ladders argue that they will significantly improve the security of financial plans. Others contend that the risk reduction benefits are merely a mirage. I side with the latter view and will explain why.

Why the Way You Work Destroys Productivity by Dan Richards

Research from brain science has highlighted four ways that our work routines sabotage productivity and identified four ways to increase our efficiency and effectiveness.

A Touching Way to Increase AUM by Daniel Solin

Nonverbal signals play a bigger role than you think in increasing your AUM. What you wear, your body language and "touching" have a meaningful impact on how prospects perceive you - within seconds of initial contact.

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.

A Process to Get Things Done! by Beverly Flaxington

Our firm has many new projects underway. Our owner expects us to finish everything quickly while still managing client accounts. How do we communicate that we are working hard and take these projects seriously but that we can't do everything at once?

Morningstar Responds to Our Analysis of its Ratings by Jon Hale

Morningstar's director of manager research responds to Robert Huebscher's article, A First Look at Morningstar's Analyst Ratings, which appeared last week.

The Hypocritical Assertions of CFP Lobbyists CFP Lobbying Organization Calls Out RIAs by John H. Robinson

Recently released research from the Financial Planning Coalition is likely generating the desired attention its media-savvy crafters intended, but an informed reading of the materials reveals a campaign that is at odds with the ethical preaching of its three member organizations.


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