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

Most Recent Articles

Gundlach on Today's Surprising Driver of Bond Prices by Robert Huebscher

Inflationary pressures could ultimately trigger an uncontrollable spike in interest rates, according to Jeffrey Gundlach, but such predictions are likely at least five years too early. In the short run, he identified the key driver that will keep rates low - the strong performance of European bond markets.

Most Recent Commentaries

Is Profiting in the Stock Market Based on Illusions? by Jerry Wagner of Flexible Plan Investments

When I was a child, I was fascinated with magic and magicians. I read scores of books, learned loads of tricks, and put on magic shows (ten-cent admission) in our basement. My favorite part was the illusions (I once worked a part of a summer vacation mastering a very convincing floating wand).

Economic Update by Team of Cambridge Advisors

After a rocky month in July, stocks resumed their march higher in August. The S&P 500 was up 4.0% for the month and is up 9.9% year-to-date. The small cap Russell 2000 index also performed well for the month, up 5.0%. Year-to-date, small cap stocks have lagged and are up only 1.75% as of the end of August. International stocks continued to struggle in August and year-to-date with performance of -0.4% and +2.93% respectively.

Indonesia by Kaisa Stucke, Bill O'Grady of Confluence Investment Management

The recent presidential election in Indonesia has attracted international interest as both candidates’ platforms included promises of import substitutions, export restrictions and retention of production processes in Indonesia. Although Indonesia holds substantial growth promise for foreign investors, the potential trade restrictions are making international companies nervous. This report discusses Indonesia, briefly describing its history, economy and political landscape. It delves into the election, promises made on the campaign trail and the implications of the results on foreign inve

The Case for Predictable Growth Stocks by Team of Value Line Funds

When investors think of growth companies, high-flying, large tech stocks, such as Facebook, Google and Apple, often come to mind. By definition, growth stocks have faster earnings growth and, therefore, higher valuations, but many also offer a more predictable pattern of growth with less price volatility and smoother returns over time. Furthermore, many of these steady growth stocks have historically outperformed peers over the long term.

Stocks Slip on Quiet Data Week by Chris Maxey, Ryan Davis of Fortigent

A modest number of economic indicators were released last week, with the majority suggesting that the domestic economy remains on solid footing. Consumer sentiment and retail sales were the bright spots, after concerns about what impact the weak labor report would have on the consumer.

Of Kilts, Ballots, Bankers and Dots by Kristina Hooper of Allianz Global Investors

Kristina Hooper breaks down the hairy mix of economic data, central bank policy and geopolitical events, including Scotland's potential exit from the UK, that markets are combing through right now.

Stocks vs. High Yield Munis by Richard Bernstein of Richard Bernstein Advisors

The track record of the so-called "Fed Model" is dubious at best. The relationship compares the S&P 500's earnings yield to the yield of the 10-year Treasury note, and there are many other indicators that have a better track record than does the Fed Model when attempting to predict twelve-month forward returns. Despite that caveat, we nonetheless thought it interesting to examine the yield relationships between stocks and a broader array of fixed-income categories. Among those categories, high yield municipal bonds can be the only fixed-income that is attractive relative to stock

Cycling Through History by Willie Delwiche of Robert W. Baird

Certain seasonal adages will doubtless sound familiar. "As goes January, so goes the year" seems to be repeated as a rule sometime in early February, while "Sell in May and go away" reflects not only the conditioned expectation of summer weakness, but also a preference for sayings that rhyme. Perhaps the proliferation of these sayings partially explains why the actual timing of cyclical shifts can catch some investors off guard.

It's All About the Little Things: 10 Small Steps for Treating Clients Well by Sponsored Content from Transamerica

The secret to offering service that's so good that it's memorable is to pay attention to the details. Here are 10 small steps for treating clients well, starting with one that's so simple, yet sometimes easy to mess up.

The Key Problem with Monte Carlo Software - The Need for Better Performance Metrics by Joe Tomlinson

Popular financial-planning software packages have shortcomings in the metrics they use to evaluate the outputs from Monte Carlo simulations; other metrics provide more useful information. I will address how to measure the performance of financial plans when variable investment returns and longevity are introduced and demonstrate that the most-commonly used measures have weaknesses.

Authoritarianism versus Democracy: The Key Challenge to Chinese Ascendancy by Michael Edesess and Kwok L. Tsui

An intense debate has been underway for more than a decade about whether the East - China in particular - is in the ascendancy. Some argue this is so and that the West is in decline. Others say China's flawed political institutions will limit its monumental growth and render it precarious. This an especially opportune time to address these questions.

Why Account Minimums Threaten Your Business by Dan Richards

The disciplined implementation of ever-increasing account minimums has boosted productivity for many advisory practices. Yet those same account minimums threaten the future sustainability of advisor practices, if applied too rigidly. Here's why.

A Powerful New Weapon to Gather AUM by Daniel Solin

Establishing a bond with a prospect through shared interests - such as hobbies - is a powerful way to improve your chances of them becoming a client. But what if those common interests don't exist?

What are the 'Magic Words' to Re-engage Past Clients? by Beverly Flaxington

My partner and I left a firm where we worked with clients for years. It's very disheartening how few of our former clients have followed us to our new firm. In some cases, they won't even return a phone call. What magic words can we use to get them re-engaged with us?

Now is the Time to Build Your 2015 Marketing Plan by Mandy Fisher

There are four building blocks that create a well-balanced marketing plan for financial advisors: infrastructure, awareness, lead generation and conversion. I will walk you through each block so that you have a clear understanding of what they are and how you can build your 2015 marketing plan.


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