The ETF Channel

Asset Allocation is Not for the Faint of Heart (Long Live Diversification)

I’m starting to feel like a rancorous curmudgeon, but I am frustrated by some of the misguided commentary on asset allocation and how diversification is a myth.

Are Investors in Denial?

You’re in denial if you believe that U.S. stocks are fairly valued, the Eurozone does not face a crisis or a strong dollar will support stability in the global economy. Those themes were presented by Albert Edwards and his fellow speakers at annual investment conference sponsored by Societe Generale.

New Tools to Prove You Acted as a Fiduciary

This article, the first of two parts, is a review of some of the more prominent new tools that advisors can lean on as they prepare for the full DOL rule implementation on April 10. Each of them addresses a different aspect of the rule, and they all approach it from different angles.

Forecasting with Friends

I gave you my own thoughts last week (see “Skeptically Optimistic”). Today we’ll review several other forecasts from people who deserve your attention. Of necessity, I must leave out some good ones, but I think the ones I cover will give you plenty of useful information.

S&P 500 Snapshot: Up 0.18% for the Day, Down 0.10% for the Week

The S&P 500 rose at the open, hitting its 0.36% intraday high about 15 minutes into the session on strong bank earnings. The index then traded in a narrow range through the morning, dipped during the lunch hour, and then sold off to its 0.05% mid-afternoon low. It then recovered to trimmed gain of 0.18%.

Form 5500 Gets a Makeover: What Does This Mean for Plan Sponsors?

On July 21, 2016, the Department of Labor (DOL) issued proposed amendments to the 5500 series forms in a “Notice of Proposed Forms Revisions,” prepared jointly by three agencies: the DOL, the Internal Revenue Service and the Pension Benefit Guaranty Corporation, collectively referred to as “the agencies.”

ETF Trends to Watch in 2017

The turn of the calendar to a new year brings new year’s resolutions—and predictions. While many market pundits are now making their prognostications for the year ahead, David Mann, head of Capital Markets, Global Exchange-Traded Funds (ETFs), doesn’t claim to have a crystal ball that will reveal where the market is headed next.

Gundlach’s Forecast for 2017

Investors will confront excessive debt, high P/E levels and political uncertainty as they enter the Trump presidential era. In response, according to Jeffrey Gundlach, U.S.-centric portfolios should diversify globally.

2017 Commodity Outlook

While many group commodities as one asset class, in reality each commodity trades on its own fundamentals. Historic correlation between commodities has been relatively low. In this outlook we will provide an overview of our views on major commodities within each sub-category.

Three Asset Classes to Watch in 2017

2016 was a rather boring year for the markets. That is until the surprising November election results left Americans thinking “Now What?”

2017 ETF Top Trends and Insights

The Year of the Dynamic ETF With the world digesting the surprising results of the 2016 U.S. Presidential Election, the team at IndexIQ has turned their thoughts to next year and their top five ETF-focused trends and insights for 2017.

Snow Falls, Stocks Rise…

It was a big first week of 2017 for the weather and for the U.S. markets. As temps dropped and snow hit nearly every state in the union, stocks only wanted to move into the clouds. The numbers showed that it was a different type of week with growth, biotech and FANG stocks leading the week one charge.

The Key Business Trends in the Advisory Business

There are several irrefutable facts that should be informing the strategies for leaders in financial services.

On My Radar: The Bond Market is Facing the “Perfect Storm” plus Latest Equity Market Valuation C

Today, let’s take a look at the most current equity market valuations for they can tell us a great deal about future 7-year and 10-year annualized returns. We’ll also look at the bond market. Total U.S. credit market debt-to-GDP is nearly 355%. Global debt-to-GDP is 325%.

B.I.C.E.: Financial Advisors Beware

I question why any financial advisor would want to use B.I.C.E., given the likelihood of significant reputational damage that would result for the advisor.