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

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2014-02-04 00:00:00 It Looks Messy Even From a Distance... by Jerry Wagner of Flexible Plan Investments

Im traveling outside the country but I am never far from the latest financial market update. I saw todays market move and with the sluggish start to the New Year in stocks, I thought Id drop you all a line with my thoughts.

2013-12-31 00:00:00 Why Resolutions Are Easy to Make...and Hard to Keep by Jerry Wagner of Flexible Plan Investments

Its that time of year again when resolutions are supposed to be made. Typically this is a January 1st task as we face a new year and everything starts over again.

2013-09-20 00:00:00 Will Europe's Improving Economy Push Interest Rates Higher by Giordano Lombardo of Pioneer Investments

Gross Domestic Product (GDP) increased in the second quarter after six straight declines. Data expectations were on the optimistic side, but investors appeared to become more confident before the release, thanks to encouraging evidence from supposedly reliable forward-looking indicators.

2013-09-18 00:00:00 Dow Changes as a Contrary Indicator by Bill Smead of Smead Capital Management

The folks who select the companies in the Dow Jones Industrial Average (DJIA) came out with their latest changes on Monday, September 9, 2013. They removed Bank of America (BAC), Hewlett Packard (HPQ) and Alcoa (AA) from the DJIA. Added to the index were Visa (V), Nike (NKE) and Goldman Sachs (GS). At Smead Capital Management, we are always looking for important psychological clues to human behavior as it pertains to the popularity of common stocks.

2013-06-12 00:00:00 Silver Lining: Fed's Tapering Signals Stronger Economy by Eric Takaha of Franklin Templeton Investments

The Federal Reserves warning that it planned to scale back purchases of Treasuries sparked a storm on Wall Street, bringing instability to what had been a pleasant May in the US markets. Almost lost in the noise, however, is a silver lining: the Fed thinks the economy may be healthy enough to fly on its own.

2013-03-06 00:00:00 Lessons Learned by Jerry Wagner of Flexible Plan Investments

The need for taking precautions, preparing for emergencies, having "just-in-case" options, was a much discussed topic...right after the 2000 and 2008 market crashes. Not so much anymore.

2013-02-20 00:00:00 Nervous Investors Approaching a Trap? by Jerry Wagner of Flexible Plan Investments

With the S&P 500 reaching new post-crash highs, it is interesting, to say the least, that most individual investors are not bullish on stocks. Rather, as the market has moved relentlessly higher this year, individual investors have turned more and more bearish.


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