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

Most Recent Articles

The Tool that Will Transform Firmwide Financial Planning by Bob Veres

Alex Murguia, founder and CEO of InStream Solutions, may be the most creative visionary in today's advisor software ecosystem. And like all people who think outside the box, sometimes he discovers that his best ideas have far better uses than he intended.

Most Recent Commentaries

Five Things You Should Know About U.S. Small-Caps by Francis Gannon of The Royce Funds

Co-Chief Investment Officer Francis Gannon offers five statistics we think every investor should know about U.S. small-caps in the current volatile investment environment.

Five Ways to Keep Out of the Bond Liquidity Trap by Douglas Peebles of AllianceBernstein

Bond investors are used to managing interest-rate risk and credit risk. But the financial crisis should have taught us that there are times when liquidity risk can be just as important to manage. Now is one of those times.

A Treasury Market Disconnect by Roger Bayston of Franklin Templeton Investments

As the US economy continues to show signs of strength and the US Federal Reserve (Fed) continues to wind down its quantitative easing (QE) program, one would think the US Treasury markets would start reflecting a potential rise in inflation, and the eventuality of Fed monetary policy tightening. However, there has been a bit of disconnect in terms of behavior on the long end of the Treasury yield curve.

Stock Valuations Remain Near Record High Including in Europe and EM by Team of GaveKal Capital

Even as stock prices have corrected in recent weeks with only 36% of stocks having positive performance over the last 200 days and the average stock 19% from its one year high, we are reminded that stock valuations are still stretched pretty much everywhere.

Equity Losses Continue, but This Correction May Be Ending by Robert Doll of Nuveen Asset Management

Markets endured a sharp pullback and higher volatility, but technical factors suggest we may be nearing the end of the current correction. Long-term, we believe fundamentals remain sound, the U.S. economy should continue to grow and equities should be able to grind higher.

Japan: Small Change Clouds Big Picture by Mark Jason of Invesco Blog

We continue to believe that achieving real economic growth in Japan requires changes that are hard to come by. On a recent trip to Japan, it became clear to me that this next stage of Abenomics — shorthand for Prime Minister Shinzo Abe’s “three-arrow” economic revitalization program of monetary easing, targeted financial support and structural reforms — calls for corporate governance reform to take the spotlight as a core part of the important third arrow, particularly as regulatory reforms have made slow progress thus far.

On the Tendency of Large Market Losses to Occur in Succession by John Hussman of Hussman Funds

We may wish to believe that a 25-30% market plunge has zero probability since we know that the probability of a one-day loss of several percent is quite low, making a whole series of them seemingly impossible. But that view overlooks the tendency of large losses to occur in succession. It also overlooks the tendency for monetary easing to support stocks only when low- or zero-interest risk-free assets are considered inferior holdings in comparison to risky ones.

Weekly Market Summary by Urban Carmel of The Fat Pitch

After 27 months, SPX experienced its first 10% correction this week. As we have detailed many times, this was an exceptionally long and uncorrected rise. Since its last 10% correction in mid 2012, SPX has risen an exceptional 59%.

Loomis Sayles Core Plus Bond Fund: Navigating Dynamic Markets with Tactical Flexibility by Sponsored Content from Loomis Sayles

The global economic cycle is a perpetual force influencing interest rates, credit availability and capital markets. For core plus managers who seek to generate total return by balancing liquidity and risk, these undulations pose a clear challenge.

Help is on the Horizon to Ease Student Debt by Sponsored Content from Legg Mason

To preempt the college funding crisis that lies ahead, we must ensure that future generations avoid excessive debt. With the current path unsustainable, experts believe the partnership between 529s, colleges and government must evolve. Get a preview of tomorrow's college conversation and advisors' role in the holistic solution.

Advising Clients about When to Retire by Joe Tomlinson

Clients are often surprised to learn that delaying retirement can increase retirement income by a lot. Although each case will be different, I'll present an example to provide some general insights.

The Price We Will Pay for Cheap Oil by Richard Vodra

Suddenly in June, oil prices started dropping, reaching levels unseen since 2010. What is going on? Why does the price of oil matter to financial advisors? What might these fluctuations mean to the price and supply of oil for the rest of the decade? Isn't oil just another commodity?

How to Compete with Online Advice: The Historical Lessons by Dan Richards

Online start-ups offering low-cost investment advice have received lots of attention, not to mention over $200 million dollars in venture capital. What lessons does history offer on the likely impact of online advice? And based on what's happened in the past, how can advisors respond to this new threat?

Shift Your Focus to Gain AUM by Daniel Solin

Based on merit alone, I would entrust my own portfolio to almost every RIA that I have met. But merit is not the governing factor in most decisions.

Q3 Venerated Voices by Various

We have announced our Venerated Voices awards for commentaries published in the third quarter of 2014. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.


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