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

Most Recent Articles

How AQR's New Fund Adds Value - An Alternative Approach to Alternatives: Investing with Style by Larry Swedroe

The conventional justification for alternative investments has been their ability to effectively diversify against core equity and fixed-income allocations. But, in many cases, the empirical data doesn't support that view. A new fund provides a different way to obtain returns from sources that have low to negative correlation to stocks and bonds, as well as each other - an alternative to alternative investment vehicles.

Most Recent Commentaries

ECRI Recession Watch: Weekly Update by Doug Short of Doug Short

The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) is at 133.2, up from the previous week's 132.0. The WLI annualized growth indicator (WLIg) is at -2.4, down from -2.9 the previous week. ECRI's latest public statements have focused on Japan. The website now features a November 17th response to the announcement of Japan's Fourth Recession Since 2008.

Weekly Economic Commentary by Carl Tannenbaum of Northern Trust

Mixed fortunes drive the outlook for holiday spending; The Fed and Bank of England are working harder to achieve consensus; The dollar has a long way to strengthen before it impairs U.S. growth

A Tale of Two Worlds by Doug MacKay and Bill Hoover of Broadleaf Partners

We are in a Tale of Two Worlds. One world’s success is highly dependent on the outlook for oil and other commodities, while the other’s is far less exposed and perhaps even a beneficiary of a more bearish climate. Commodity dependent countries like Russia, Saudi Arabia, China and Australia are hurt by falling oil prices, weak global demand and new sources of supply, while the United States, with a far larger consumer driven economy, experiences an overall net benefit, as perhaps seen in earnings from the likes of Wal-Mart, Best Buy, and Lowe’s in recent days.

2015 Is Shaping Up to Be a "Turkey" of a Year for the U.S. Economy and Stock Market by Paul Kasriel of Econtrarian

As U.S. thin-air credit growth is on track to slow in 2015, thin-air credit growth in the eurozone and in Japan is likely to accelerate as the European Central Bank and the Bank of Japan step up their QE programs. These foreign QE programs could indirectly stimulate U.S. exports. But the dominant factor affecting the U.S. economy in 2015 will be below-normal growth in U.S. thin-air credit. So, as you gather your family around you on Thursday, November 27, to give thanks for our bountiful 2014 economic harvest, bear in mind that next year’s harvest is likely to be a “turkey”

Rolling Along…For Now by Liz Ann Sonders, Brad Sorensen & Jeffrey Kleintop of Charles Schwab

We remain optimistic that US stocks will likely continue to move higher, but warn against getting overly complacent as a pullback is always a possibility. The US economy is improving, the Fed is erring on the side of dovishness, and both corporate and consumer confidence are growing. The fall in oil should be a net positive for the US and global economy, and we are in a traditionally seasonally positive time of the year for equities. Global economies remain weak, but we are seeing a glimmer of hope from stepped up responses from foreign central banks.

A Surprising Volatility Hedge by Heidi Richardson of BlackRock

Halloween has come and gone, but the bout of volatility in October is still haunting many investors.

Solar Energy Powers Record Silver Demand by Frank Holmes of U.S. Global Investors

Silver demand in the fabrication of solar panels is set to outpace photography, if it hasn’t already done so.

Falling Gas Prices Fuel Holiday Cheer by Scott Minerd of Guggenheim Partners

Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.

Why the Risk-Reduction Benefits of Bond Ladders Have Been Overstated by Joe Tomlinson

Proponents of bond ladders argue that they will significantly improve the security of financial plans. Others contend that the risk reduction benefits are merely a mirage. I side with the latter view and will explain why.

Why the Way You Work Destroys Productivity by Dan Richards

Research from brain science has highlighted four ways that our work routines sabotage productivity and identified four ways to increase our efficiency and effectiveness.

A Touching Way to Increase AUM by Daniel Solin

Nonverbal signals play a bigger role than you think in increasing your AUM. What you wear, your body language and "touching" have a meaningful impact on how prospects perceive you - within seconds of initial contact.

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.

A Process to Get Things Done! by Beverly Flaxington

Our firm has many new projects underway. Our owner expects us to finish everything quickly while still managing client accounts. How do we communicate that we are working hard and take these projects seriously but that we can't do everything at once?

Morningstar Responds to Our Analysis of its Ratings by Jon Hale

Morningstar's director of manager research responds to Robert Huebscher's article, A First Look at Morningstar's Analyst Ratings, which appeared last week.

The Hypocritical Assertions of CFP Lobbyists CFP Lobbying Organization Calls Out RIAs by John H. Robinson

Recently released research from the Financial Planning Coalition is likely generating the desired attention its media-savvy crafters intended, but an informed reading of the materials reveals a campaign that is at odds with the ethical preaching of its three member organizations.


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