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

Most Recent Articles

How to Choose the Right Fixed-Income Strategy by Joe Tomlinson

The fixed-income portion of retirement portfolios is just as important as the equity allocation, yet far less research has been devoted to it. Advisors must decide whether to pursue active or passive strategies and which types of bonds to recommend. I'll address those strategic choices and argue that the best approach is the simplest, lowest-cost one.

Most Recent Commentaries

Quarterly Letter by Ron Muhlenkamp of Muhlenkamp & Company

Sometimes, I’m tempted to write “same as last time.” This is one of those times.

ECRI Recession Watch: Weekly Update by Doug Short of Advisor Perspectives (

The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) is at 134.3, unchanged from the previous week. The WLI annualized growth indicator (WLIg) dropped to 2.8 from the previous week's 3.5. On Monday of this week, ECRI broke its silence to the general public with a new commentary on its website focused on housing affordability and home price growth

One-Handed Guidance for Investors by Scott Minerd of Guggenheim Partners

Markets do not move in straight lines, so yields could retrace to 2.5 percent in the near term after breaking out as low as 2.35 in early August. Ultimately, as rates head back toward 2 percent investors should use the rally to reduce interest rate risk.

An Unconstrained View of Corporate Credit Amid the Rate Debate by Eric Takaha of Franklin Templeton Investments

July 2014 brought a summer swoon to the US high-yield sector, as selling pressure hit despite what many analysts by and large dubbed a respectable second-quarter corporate earnings season. Whatever the reason, many investors became suddenly spooked. Eric Takaha, director of the Corporate & High Yield Group and senior vice president, Franklin Templeton Fixed Income Group®, is not terribly concerned by what he views as short-term market volatility. He sees the recent selloff as not necessarily unhealthy, and he still sees supportive long-term fundamentals for corporate credit. He takes a

Weekly Economic Commentary by Carl Tannenbaum of Northern Trust

The View from Jackson Hole; U.S. Auto Sales: Tailwinds Will Prevail; The Mystery of Long-Term Bond Yields

Managing Expectations by Frank Holmes of U.S. Global Investors

The third part of this series on managing expectations is devoted to fundamental resource stock evaluation. I’ll discuss some of the statistical tools we use to pick quality stocks during a treacherous bear market, such as what we’ve seen in gold stocks the last three years

What Your Parents Didn’t Tell You About Saving for Retirement by Anne Bucciarelli of AllianceBernstein

Chances are, your parents have told you to max out your 401(k) plan. That’s good advice, but the hard truth is that your 401(k) plan is highly likely to fall short. To live comfortably in retirement, our research shows, you will almost surely need more.

Stock Indexes Break to New Highs on Less Participation from Individual Stocks (Again) by Team of GaveKal Capital

Earlier this week we touched on the fact that new highs in individual stocks have not expanded much despite the continued new highs all year in the headline indices.

7 Characteristics of the Client of the Future by Sponsored Content from Transamerica

American families are changing, along with what they're demanding from their financial advisors. At a Transamerica Coaching Forum event last spring, Massachusetts Institute of Technology AgeLab director Joseph Coughlin, Ph.D., outlined some of the ways in which clients of retirement age have changed.

Five Steps to a Passionate Team by Dan Richards

Few things are more important than keeping your team motivated and staying motivated yourself.

Do Moving Average Strategies Really Work? by Paul Allen

Moving-average-crossover strategies have worked out very well in recent years. They prevented their followers from being invested in equities during the tech bubble and the financial crisis. Nevertheless, most of those strategies have underperformed the broad equity market since 2009. In this article, I will analyze all possible moving-average-crossover signals for the S&P 500 since 1928, to see if these strategies provide any value for investors.

When Senior Managers Make Bad Decisions by Beverly Flaxington

What do you tell an insurance-based planning organization that owns a mutual fund company, a broker-dealer and an annuity company and has a 150-year track record as a mutual life-insurance company but does not require its recruits to be equities licensed at even the Series 6 level? These so-called advisors meet with clients but cannot provide the full suite of products and services that the parent company has available.

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.

Three Ideas for Changing Your Investment Perspective by Mariko Gordon

Drawing, as with most skills, is something that can be learned. I share how a simple drawing trick unleashed my inner artist and how tricks, similarly applied, can improve your investment skills as well.

A Different Take on an Advisor's Fees by Daniel Solin

Some traditional advisors feel pressure to lower their fees to compete with robo-advisors, even though the services they offer are more comprehensive. These advisors have succumbed to the basic premise used to justify robo-advisors' existence: Cheap is good. Expensive is bad. Do the data support this premise?

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