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

Most Recent Articles

Gundlach on Today's Surprising Driver of Bond Prices by Robert Huebscher

Inflationary pressures could ultimately trigger an uncontrollable spike in interest rates, according to Jeffrey Gundlach, but such predictions are likely at least five years too early. In the short run, he identified the key driver that will keep rates low - the strong performance of European bond markets.

Most Recent Commentaries

Why Development Trumps Acquisitions in Our Real Estate Portfolios by Paul Curbo of Invesco Blog

One of the trends affecting real estate markets this year is the increasing difficulty commercial real estate companies are facing as they seek to complete potential acquisitions. Strengthening commercial real estate fundamentals, coupled with the low cost of financing, have resulted in a large increase in the number of bidders for assets in the past several quarters.

The U.S. Is Diverging From Other Developed Markets by Robert Doll of Nuveen Asset Management

U.S. equities fell amid a relatively quiet week, with the S&P 500 Index dropping 1.1%. The upcoming Federal Open Market Committee (FOMC) meeting drew quite a bit of attention amid increased speculation that the Federal Reserve may start signaling its long-awaited move to increase rates.

The Economy: September Viewpoint by Bruce Laning of Bronfman E.L. Rothschild

The U.S. economy experienced a robust summer for economic expansion and job growth, however recent consumer data is casting doubt as to whether the current level of activity can be sustained. Our position is to maintain an emphasis on higher-quality bonds and be prepared for short-term rate increase(s) in the months to come. The road ahead for stocks continues to look positive, but it would be prudent to keep in mind the inevitable speed bumps that will likely present themselves down the road, as we have not had a meaningful pullback since 2011.

Understanding the Potential Risks and Rewards of Alternative Investments by Bob Andres of Andres Capital Management

Today, Investors are confronted with constructing or restructuring an asset allocation model in an environment where traditional equity and fixed income securities are fully valued. As a result, investors may be facing a period of nominal or negative returns from both of these traditional asset classes. In this environment, alternative investments may play a pivotal role in providing investors with broad diversification, lower correlations, and as a result, enhanced downside protection.

Emphasize Barriers to Entry? by Mark Kiesel of PIMCO

We see many bottom-up investment opportunities in the global credit markets, particularly in industries with high barriers to entry. We view healthcare, lodging, Asian gaming, master limited partnerships/pipelines, energy, wireless telecom, cell towers, cable, satellite, media and U.S. banks as attractive industries. Companies’ unique patents, licenses, brands, content and intellectual property, among other advantages, can help support investment returns in both bull and bear markets.

General Electric’s Business Strategy by Erik Kobayashi-Solomon of YCharts, Inc.

Despite the many products and services provided by GE, its business strategy is actually startlingly simple. In short, GE is betting on the continued flourishing of the human race. The company is divesting consumer-facing assets and acquiring or boosting commercial-facing ones in what we term the PIT Strategy. An analysis of the company’s valuation drivers suggests an upside potential of the 40% range for GE.

A Wee Problem for the UK by John Browne of Euro Pacific Capital

Last weekend several polls emerged that shockingly forecast Scottish independence from Great Britain is within the realm of political possibilities.

Bulls Charge Despite Weak Data by Scott Minerd of Guggenheim Partners

As the U.S. Federal Reserve debates withdrawing accommodation the doves have the upper hand, but that does not mean they won’t make a concession to hawks and hike sooner than the market expects.

It's All About the Little Things: 10 Small Steps for Treating Clients Well by Sponsored Content from Transamerica

The secret to offering service that's so good that it's memorable is to pay attention to the details. Here are 10 small steps for treating clients well, starting with one that's so simple, yet sometimes easy to mess up.

The Key Problem with Monte Carlo Software - The Need for Better Performance Metrics by Joe Tomlinson

Popular financial-planning software packages have shortcomings in the metrics they use to evaluate the outputs from Monte Carlo simulations; other metrics provide more useful information. I will address how to measure the performance of financial plans when variable investment returns and longevity are introduced and demonstrate that the most-commonly used measures have weaknesses.

Authoritarianism versus Democracy: The Key Challenge to Chinese Ascendancy by Michael Edesess and Kwok L. Tsui

An intense debate has been underway for more than a decade about whether the East - China in particular - is in the ascendancy. Some argue this is so and that the West is in decline. Others say China's flawed political institutions will limit its monumental growth and render it precarious. This an especially opportune time to address these questions.

Why Account Minimums Threaten Your Business by Dan Richards

The disciplined implementation of ever-increasing account minimums has boosted productivity for many advisory practices. Yet those same account minimums threaten the future sustainability of advisor practices, if applied too rigidly. Here's why.

A Powerful New Weapon to Gather AUM by Daniel Solin

Establishing a bond with a prospect through shared interests - such as hobbies - is a powerful way to improve your chances of them becoming a client. But what if those common interests don't exist?

What are the 'Magic Words' to Re-engage Past Clients? by Beverly Flaxington

My partner and I left a firm where we worked with clients for years. It's very disheartening how few of our former clients have followed us to our new firm. In some cases, they won't even return a phone call. What magic words can we use to get them re-engaged with us?

Now is the Time to Build Your 2015 Marketing Plan by Mandy Fisher

There are four building blocks that create a well-balanced marketing plan for financial advisors: infrastructure, awareness, lead generation and conversion. I will walk you through each block so that you have a clear understanding of what they are and how you can build your 2015 marketing plan.


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