Vehicle Miles Traveled: Another Look at Our Evolving Behavior
Empire State Manufacturing Survey: Continued Modest Growth
Treasury Snapshot: Yields Down Since Rally
S&P 500 Snapshot: Up 0.18% for the Day, Down 0.10% for the Week
The dshort Daily Digest is Back
ECRI Weekly Leading Index: "2016 Shapes 2017 Cyclical Outlook"
Michigan Consumer Sentiment: January Mostly Unchanged
Retail Sales: December Growth Improvement
December Producer Price Index: Final Demand Increased 0.3%
Millennials and the Labor Force: A Look at the Trends
Are Investors in Denial?
You’re in denial if you believe that U.S. stocks are fairly valued, the Eurozone does not face a crisis or a strong dollar will support stability in the global economy. Those themes were presented by Albert Edwards and his fellow speakers at annual investment conference sponsored by Societe Generale.
New Tools to Prove You Acted as a Fiduciary
This article, the first of two parts, is a review of some of the more prominent new tools that advisors can lean on as they prepare for the full DOL rule implementation on April 10. Each of them addresses a different aspect of the rule, and they all approach it from different angles.
New Research on Forecasting Returns with the CAPE Ratio
I developed a methodology that uses valuations based on a 35-year moving-average of the CAPE ratio instead of its long-term mean. It predicts a 10-year annualized real return of 5.8%, similar to the long-term market trend value of 5.4%.
Developing an Effective Advisor Training Program
How to Help Smart Employees Deal with Adversity
Lifting Your Clients above the Fray
The Benefit of Brevity
What I Learned from Value Investor Guy Spier
Gundlach’s Forecast for 2017
The Latest News in Capital-Growth Investing
Under Control: How a Disciplined Approach Can Keep Investors Focused
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
Bond Market Review and Outlook - Q4 2016
Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.
20-Point System Template
Adopt a rainmaking mind-set to boost revenue. Download our free template outlining the 20-point system that can help you stay focused on revenue-generating activities. Learn practical strategies and techniques you can start implementing today to increase referrals, optimize strategic alliances, network more effectively, market to clients and prospects, and hold yourself accountable for your own success!