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

Most Recent Articles

Five Habits of Highly Annoying Leaders by Robert Huebscher

What is the role of a leader in creating a psychologically healthy and productive workplace? More specifically, what are the things a leader has to stop doing to help teams accomplish their goals?

Most Recent Commentaries

Asset Allocation in a Time of Complacency by Dimitri Balatsos of Tesseract Partners

Complacency is a dangerous mindset, especially for investors. Having been generously rewarded beyond their expectations, investors were coddled in the arms of complacency as 2013 drew to a close.

The Ingredients of a Market Crash by John Hussman of Hussman Funds

Market peaks often go through several months of top formation, so the near-term remains uncertain. Still, it has become urgent for investors to carefully examine all risk exposures. When extreme valuations on historically reliable measures, lopsided bullishness, and compressed risk premiums are joined by deteriorating market internals, widening credit spreads, and a breakdown in trend uniformity, it’s advisable to make certain that the long position you have is the long position you want over the remainder of the market cycle.

A Way to Address Higher Taxes and Rising Rates by Craig Brandon, Adam Weigold of Eaton Vance

One of the top challenges for yield-starved, tax burdened investors today is finding attractive, tax-efficient short-term income opportunities while being mindful of higher taxes. For investors comfortable with the risks involved, municipal floating-rate notes (FRNs) may be a suitable choice to help address these needs — and more.

Looking Past the Risks, Equities Still Appear Attractive by Robert Doll of Nuveen Asset Management

Last week featured some positive economic news, but equity markets sank nonetheless, with the S&P 500 Index falling 1.3%. On the bright side, we saw some strong data from the housing market and an upward revision to second-quarter gross domestic product growth (GDP).

Slower Growth in China and Japan Pressures the Region by Scott Mather, Tomoya Masanao, Adam Bowe of PIMCO

Our forecast for the global economy is below consensus mainly because of our views for regions outside of the U.S., including Asia, the emerging markets and Europe, although higher growth in the U.S. should offset some of the slowdown we see coming from China. Japan made a kick start under so-called Abenomics with massive monetary and fiscal reflation policies, but the recent data suggest to us that the effectiveness of those cyclical policies are already challenged by secular and structural headwinds.

Short Equity ETFs: An Imperfect Market Hedging Strategy by Bob Andres of Andres Capital Management

“So the Wizard unfastened his head and emptied out the straw. Then he entered the back room and took up a measure of bran, which he mixed with a great many pins and needles. Having shaken them together thoroughly, he filled the top of the Scarecrow's head with the mixture and stuffed the rest of the space with straw, to hold it in place.” – L. Frank Baum, The Wonderful Wizard of Oz

Time for an Allocation by Tim Gramatovich of AdvisorShares

The size of the U.S. dollar high yield bond and loan market is over $3 trillion, representing nearly 30% of the corporate credit markets.

The End of Monetary Policy by John Mauldin of Mauldin Economics

Let’s explore the limits of monetary policy and think about the evolution and then the endgame of economic history. Not the end of monetary policy per se, but its emasculation.

The Client Calls You Need to Make Today by Dan Richards

It's understandable that advisors get frustrated when clients panic after small declines in the market. Here some strategies to minimize the disruption and actually turn market downturns to your advantage.

The Personality Trait That Puts You at a Competitive Disadvantage by Daniel Solin

The "Solin method" for converting prospects into clients works. And it's a radical departure from the norm. It involves, counterintuitively, less work by the advisor, no selling and very little presenting. That's where I have run into trouble with advisors who exhibit a particular personality trait.

Why You Should Stop Blogging About Investing by Megan Elliott

Now that virtually every advisor is a blogger, it's harder to stand out. There's no shortage of people expounding on financial planning and investing online. Here's what to write about instead.

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 Laser-Focused Client Referral Process by Beverly Flaxington

I am confused about something. I've heard you say we should not ask our clients for referrals, but we should identify clients to approach. Isn't this the same as asking them for help?

Jeremy Siegel vs. Zvi Bodie: Does Equity Risk Decrease Over Time? by David Blanchett, Michael Finke and Wade Pfau

Stocks should be the asset class of choice for the long run, according to Wharton Professor Jeremy Siegel - and he has provided the data to prove it. But that paradigm has been challenged by Boston University Professor Zvi Bodie and others, who have shown that stocks become riskier the longer one owns them. Either view has profound implications for whether equity allocations should increase or decrease over time. Using Monte Carlo simulations, we provide guidance for the advisory profession.

The Tax Harvesting Oasis - A Response to Michael Edesess by Daniel Egan and Boris Khentov

In a recent article, poetically titled "The Tax Harvesting Mirage," Michael Edesess referenced our firm's Betterment TLH+ service and the performance estimate we have published and attempted to estimate the value of TLH on his own. We would like to highlight where our assumptions differ from Edesess' and why we believe ours are appropriate.

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