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

Most Recent Articles

Gross versus Gundlach: Who Has More Skill? by Robert Huebscher

If rocket science has a counterpart in financial analysis, it is in the quantitative analytics from companies like Boston-based Northfield Information Services. Last week, I spoke with Dan di Bartolomeo, founder and CEO, to see if he could detect skill or luck among the two biggest fixed-income managers: Bill Gross, when he managed the PIMCO Total Return Fund (PTTRX), and Jeffrey Gundlach, manager of the DoubleLine Total Return Fund (DBLTX).

Most Recent Commentaries

Oil Price Won’t Stay Low Forever by Kevin Simms and Jeremy Taylor of AllianceBernstein

If US$80 oil is sustained for a year or more, we think the impact on investment will be significant and the seeds of a future spike in oil prices will have been sown. In our view, it’s only a matter of time before the market begins to recognize this—and starts to push up oil prices again.

Pick and Mix: Fresh Ideas for Diversifying Bond Exposure by John Taylor of AllianceBernstein

Policy backdrops and growth trajectories around the world are showing increasing signs of divergence. Yet many bond investors continue to congregate in a few selected pockets of the fixed income universe. In our view, it’s a perfect time to reconsider diversification tactics.

Five Things To Ponder: Tryptophan Induced Coma by Lance Roberts of Streettalk Live

As we prepare for the annual food fest, and post-Thanksgiving tryptophan-induced food coma; I thought this weekend's reading list should be a bit of a smorgasbord of interesting topics to stimulate your brain cells between naps and football.

2014 U.S. Midterms: A Win for Stocks? by Zachary Karabell of Envestnet

With the 2014 U.S. midterm elections behind us, investors wonder what the political gridlock will mean for the markets. If we consider historical trends and recent earnings, we could actually see a prolonged bull equity market.

Global Economic Perspective: November by Christopher Molumphy, Michael Materasso, Roger Bayston, Michael Hasenstab & John Beck of Franklin Templeton Investments

Steady improvements in US employment and relatively good economic growth figures mean that debate over when the US Federal Reserve (Fed) will begin to tighten policy continues to be the order of the day. US job growth increased at a fairly brisk pace in October, and numbers for the previous two months (already good) were revised higher. Since the start of 2014, US employers have added more than 220,000 workers on average each month, which should be sufficient to sustain economic momentum after an initial reading showed annualized gross domestic product (GDP) growth of 3.5% in the third quarter

With Oil and Gold Prices Depressed, Halliburton and Osisko Play Defense by Frank Holmes of U.S. Global Investors

Digestion of the acquired company often takes a while, during which time the buyer tends to experience a short-term slowdown. Its stock typically falls because, among other reasons, it must pay a premium for the acquisition.

Weekly Economic Commentary by Team of Northern Trust

Someone observed recently that the holidays are starting late this year, as the time between Thanksgiving and Christmas is shorter than usual. You could have fooled me; judging by store displays and TV advertising, the commercial side of the season is already two months old.

Median Household Income Down Last 15 Years - Why? by Gary Halbert of Halbert Wealth Management

One of the most puzzling questions in economics today is why did median household income peak in 1999 and has yet to recover? Most analysts cite the fact that we had two serious recessions in the space of a decade, including the financial crisis of 2008-2009.

Jeremy Siegel - Fair Value for the S&P 500 is 2,300 by Robert Huebscher

During the post-financial crisis period, no person has been more accurate at forecasting U.S. equity market returns than Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School. In this year's interview, he explains why the fair value of the S&P 500 is 11% higher than its valuation today.

The Dangers of Euphoria in Real Estate Investments by Keith Jurow

There is widespread consensus that the real estate crisis is over. Because of this complacency, wealth management firms and RIAs widely believe that you do not need to talk about risks at all.

The Flaws in the Dollar Indices by Marianne Brunet

According to the most widely recognized data series, the value of the dollar has declined by approximately 20% over the last half century. Critics of federal policy claim this is proof of systematic "dollar debasement," engineered through quantitative easing and the Fed's mandate to maintain a baseline level of inflation. But that data series is incomplete, and once it is corrected, the 20% decline shrinks considerably.

Five Steps to Networking Success by Dan Richards

Few things are more frustrating than when the time you spend networking with prospective clients produces no results. But I will share some good news: A few simple steps to rethink your expectations and change your approach will dramatically improve the outcome from networking activity.

The Elusive Goal of Success by Daniel Solin

There's no shortage of information on the subject of success. The problem is defining what success means to you.

How to Visually Illustrate the Fiduciary Obligation to Clients by Seaborn Hall

Industry and legal experts have described the fiduciary obligation as complex, simple, elusive, atomistic, and contradictory. It is like the parable of the six blind men describing the elephant: how you see it depends on your vantage point. Deriving a flexible, easily explained definition of the fiduciary obligation is a challenge.

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