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

Most Recent Articles

How Moving Average Strategies Can Really Work by Jerry A. Miccolis, CFA®, CFP®, FCAS, CERA, Marina Goodman, CFA®, CFP® and Rohith Eggidi

In a previous article, Paul Allen explored the universe of moving average crossover (MAC) strategies. In his thorough and even-handed analysis, Allen concluded that MAC strategies can effectively decrease periodic drawdowns in portfolios but can materially underperform during bull markets. In this article, we propose how to improve MAC strategies so that they may perform better during bull markets and still provide protection during bear markets.

Most Recent Commentaries

On Top of the Market by Team of AMG Funds

The third quarter’s seventh straight gain for the S&P 500 did not come easy. Investors wrestled with geopolitical turmoil in Ukraine and the Middle East, and the eventual end of the Federal Reserve’s (the Fed) bond buying program. U.S. small-cap stocks were volatile and fell into negative territory, year-to-date.

Does Stock Picking Still Work in Emerging Markets? by Sammy Suzuki of AllianceBernstein

Many things have changed in emerging markets (EMs) over the last two decades. Markets are more efficient than they used to be. But we believe that developing countries still provide fertile ground for finding stocks poised to outperform.

As the Market Rebounds, Two Opportunities Bubble to Top by Russ Koesterich of BlackRock

Stocks staged a strong rebound last week. Russ discusses where he sees value in the market looking forward.

A Low in Positive European Earnings Revisions? by Team of GaveKal Capital

It's tough to find a great deal of optimism in or about European equities these days.

Greenspan: Price of Gold Will Rise by Axel Merk of Merk Investments

Any doubts about why I own gold as an investment were dispelled last Saturday when I met the maestro himself: former Fed Chair Alan Greenspan. It’s not because Greenspan said he thinks the price of gold will rise – I don’t need his investment advice; it’s that he shed light on how the Fed works in ways no other former Fed Chair has ever dared to articulate. All investors should pay attention to this. Let me explain.

Americans Even More Pessimistic Ahead of Elections by Gary Halbert of Halbert Wealth Management

Republicans remain in a favorable position heading into the midterm elections. A new Wall Street Journal/NBC News poll released on Sunday showed that the GOP now holds an 11-point lead among “likely voters.” That’s up from only a 5-point lead a week earlier. Some 52% of likely voters want a Republican-led Congress, while 41% favor Democratic control.

Corporate Calm by Burt White, Jeffrey Buchbinder of LPL Financial

We remain confident in corporate America’s ability to generate solid earnings growth in the current global economic environment despite the slowdown in Europe (and to a lesser extent, China). A number of U.S. companies have performed relatively well in Europe, with some not yet seeing signs of a slowdown in their business. The business environment overseas appears to be good enough for companies to largely maintain their outlooks for the rest of the year and into 2015.

The Math Of Loss by Lance Roberts of Streettalk Live

Business Insider recently published an article suggesting that if you missed the recent short covering rally then you made a classic mistake in investing.

A Framework for Superior Risk-Adjusted Returns: High Quality Stocks in Developed Markets by Baijnath Ramraika, CFA® and Prashant Trivedi, CFA®

A basket of high-quality stocks generates significantly superior investment returns compared to publicly traded benchmarks, and it does so with significantly lower risk.

Why It's So Brutally Hard to Get Prospects to Move by Dan Richards

Two factors underlie the difficulty in getting prospects to make a change - the risk of pain is too great or the prospect of gain is insufficient. The good news is that there are some strategies that can overcome these obstacles.

Third Quarter Review 2014 by Clark M. Blackman II

The following is a letter to clients that readers may adapt for their own use.

Two Tips for Connecting Emotionally With Prospects by Daniel Solin

In my coaching practice, I often suggest that advisors drastically change the way they conduct meetings with prospects. Here are the two recommendations that I make most frequently.

The Individual Investor's Edge by Patrick O'Shaughnessy

Even if the sophistication of professional managers makes it seem as though individual investors do not have an edge, they do. Without a job to worry about, individual investors can tolerate short-term underperformance on the path to long-term outperformance.

Five Holiday Marketing Tips by Megan Elliott

The holiday season is an ideal time to reach out and remind people what you do in a more personal, less sales-focused way than you might at other times of the year.

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.


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