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

Most Recent Articles

Larry Summers' Sleepless Nights by Michael Edesess

Former Treasury Secretary Larry Summers has said that a new book, House of Debt, is "likely to be the most important economics book of 2014." It's authors argued that the causes of the Great Recession have been misdiagnosed and, therefore, the solutions - many of which were designed by Summers - were inadequate.

Most Recent Commentaries

Dynamic and Durable Growth - Part 1: A Biotech/Pharma Revolution by Janet Luby of Invesco Blog

This is the first in a four-part series examining dynamic and durable growth themes that affect the US economy and may present opportunities for investors. The remaining three blog posts will examine the enormous implications of shale energy and the massive changes in mobility.

Indian Budget: Converting Promises into Policies by Jeremy Schwartz of WisdomTree

India has been a hot market in 2014, as investors anticipated the election of business-friendly prime minister Narendra Modi. If Election Day was the most important day of the year, perhaps the second most important day was the release of the annual budget on July 10.

And That's The Week That Was by Ron Brounes of Brounes & Associates

More favorable earnings; more decent economic releases; more devastating global turmoil. Stocks were little changed during the week (though the S&P did move into record territory) as many investors went on much-deserved summer vacation. Hope they are well-rested because next week brings a new month, a vast array of key data, financial word from Big Oil and others, and hopefully progress on peaceful resolutions to the never-ending geopolitical conflicts.

Emerging Europe: Regional Economic Review - Q2 2014 by Team of Thomas White International

During the second quarter of the year, the Emerging Europe region appeared to be displaying divergent trends. The fallout of the Ukraine crisis was not as damaging to the Russian economy as feared, with the economy even expanding during the review period. However, as the IMF pointed out, the sanctions imposed by the West appear to have dented investor confidence.

Desperately Seeking a Cheaper Kilowatt Hour by Frank Holmes of U.S. Global Investors

Let’s imagine that an aluminum manufacturer is eyeing two locations to build a new factory. In location A, an industrial kilowatt hour (kWh) is priced at 4.21 cents, whereas in location B, it goes for 12.67 cents. The difference is upwards of 200 percent.

Foreign Investors are Fancying Japanese Stocks Again by Team of GaveKal Capital

Whether front running more easing by the BOJ or taking bets on deep valued Japanese stocks, foreign investors are starting to accumulate Japanese equities once again.

How High is High? (To Whom?) by Jeffrey Saut of Raymond James

I have a number of friends who succeeded as investors in the late 1960s, and they are succeeding now. The key to their success more than 20 years ago was that they managed to get out with most of their capital when the market turned down. Most investors were not so astute.

Are Interest Rates “Too Low?” by Scott Brown of Raymond James

In her monetary policy testimony to Congress, Federal Reserve Chair Janet Yellen offered no new clues regarding when the central bank will begin raising short-term interest rates. The Fed has been criticized for being “behind the curve” on inflation and for fueling bubbles. Neither criticism is right.

How Much Tilt? What Kind of Tilt? by William Bernstein

The first question is whether tilting towards small and value stocks still carries a premium.

20 Predictions for 2039 by Dan Richards

The shifts in the next 25 years will be just as substantial as those in the previous 25 years, and the most successful advisors will be those who are able to anticipate and adapt to these changes. Here are 20 predictions for what the financial-advising business will look like in 2039.

How to Solve the Referral Conundrum by Daniel Solin

There is a considerable amount of sound data on how to acquire referrals. But the initial issue you must address is whether you should ask for them at all.

The Great War, the NYSE and a Legacy of Strength by Andrew D. Martin

A century ago this week the NYSE closed for four months. Most would dismiss this as a natural response to the beginning of World War I. But no war before or after has shuttered the exchange for more than 10 days in its 222-year history. I will discuss why it was necessary to close the exchange and what lessons we can draw from the events of 100 years ago.

Ten Habits of Successful Advisors by Jennifer Geoghegan

What are the tactical habits you can introduce to make business development a larger part of your new routine? Here are 10 habits that I have seen some leading advisors adopt as behaviors that have helped them consistently grow their practices.

What Makes a Compelling Marketing Hook? by Beverly Flaxington

How do we improve our image in the market? We are not well known for what we do, although we believe we do it better than the competitors. We talk about being fiduciaries and having an objective voice, but I don't know if our message is powerful enough. What else could we do?

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.


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