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

Most Recent Articles

Gundlach: Don't Fear Fed Tightening by Robert Huebscher

Throughout the post-crisis period, collective wisdom among market forecasters has held that interest rates would rise. But low rates have persisted, proving those prognosticators "dead wrong," in Jeffrey Gundlach's words. Gundlach, correctly contrarian in his interest-rate predictions, now believes the Fed will raise rates in 2015 but investors should not fear Fed tightening.

Most Recent Commentaries

2014 Year End Letter by John Osterweis, Matt Berler, Carl Kaufman of Osterweis Capital Management

As 2014 comes to a close, we want to provide an update on the energy sector. Energy has been making headlines as oil prices have reached unexpected lows. As discussed below, while the decline in oil prices is creating volatility in the energy sector, we believe that there continues to be opportunity in this sector and that the low oil prices should prove beneficial to U.S. and global economic growth.

A Tale of Two Markets by Scott Minerd of Guggenheim Partners

A solid run of domestic data has set the United States apart from a beleaguered world.

Rate Hikes To Start in 2015 by Brian Wesbury, Robert Stein of First Trust Advisors

Unlike most meetings, today’s actions by the Federal Reserve were chock full of implications for the future course of monetary policy. At long last, the Fed finally removed the language in its statement that short-term interest rates will remain at essentially zero for a “considerable time” and replaced it with language that the Fed will be “patient” before starting to increase rates.

Touching Base on the Commercial Real Estate Recovery by Ian Goltra of Forward

Considering the recent upswing in commercial real estate prices and traded real estate stocks, in what inning is the commercial real estate recovery? Could there be extra innings? Prior to the most recent decline in real estate, downturns in commercial real estate cycles have historically been caused by supply shocks—developers putting up new buildings until they (or their banks) ran out of money.

When is a “Turnaround” Not Really a “Turnaround”? by Austin Hawley of Diamond Hill Capital Management, Inc.

Like all good students, we try to learn from the experience of experts, and amongst value investors there is no more esteemed expert than Warren Buffett. We have followed Buffett closely, sending dozens of employees to Berkshire Hathaway annual meetings and scouring past letters to shareholders in search of value investing knowledge. Thus, we pay heed when Buffett warns that the temptation to predict a “turnaround” is often misguided.

Why We Expect Japan to Regain Favor with Investors by Robert Sharpe of Heartland Advisors

Despite the consensus view that Japanese stocks are inexpensive, investors have generally avoided the space, perhaps because Japan has disappointed in the past. We think the tide is about to change, and Portfolio Manager of the Heartland International Value Fund Robert C. Sharpe explains why. 

Does Victory For Abe Mean Defeat For The Yen? by Dennis Rhee of AdvisorShares

Prime Minister Shinzo Abe prevailed on Sundays snap election which will give Abe a fresh mandate to implement his policies to revive Japan from its prolonged well chronicled economic malaise. There was no way Abenomics wasn’t going to continue since Abe’s LDP party had 352 candidates to the opposition Democratic Party of Japan fielding only 198 candidates for the 475 seats up for grabs.

2015 Investment Outlook: US Credit Cycle Tiptoes into Middle Age by Eric Takaha of Franklin Templeton Investments

Eric Takaha, SVP, Franklin Templeton Fixed Income Group®, discusses how far the US economy is in the credit cycle and the potential effects of rising rates.

How Much Risk Should Clients Take? by Joe Tomlinson

Determining the degree of risk that is appropriate and tolerable in clients' financial plans is central to an advisor's role. I will show how advisors should deconstruct risk into six components and then integrate them using a framework to provide the best recommendations for clients.

Financial Planning for an Uncertain Energy Future by Richard E. Vodra

Advisors hearing optimistic forecasts of plentiful new supplies of oil that may last for decades may be encouraged to make aggressive projections for their clients. It is critical to understand the role oil plays in the economy and the factors that will affect future supplies. Advisors should "drill down" beneath the slogans to see both risks and opportunities upon which to base their recommendations.

Turning Resolutions into Reality by Dan Richards

I will outline the research on the tactics that go into creating the new habits that will turn your personal and business New Year's resolutions into reality.

Why I'm Concerned about Stock Market Valuation Levels by Ron A. Rhoades, J.D., CFP®

Looking at a range of valuation metrics, long-term investors have good reason to worry about the U.S. equity market. They can take comfort, however, in the fact that certain asset sub-classes are less overvalued that others.

Increase the Emotional Connection with Your Prospects by Daniel Solin

To convert prospects into clients, you need to make an emotional connection. Lecturing, educating, presenting data or otherwise demonstrating your superior expertise in financial planning and investments will not achieve that goal.

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.

The Top Priority for Growth in 2015 by Beverly Flaxington

What is the number one most important area to focus on for growth in 2015?


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