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

Most Recent Articles

The Tool that Will Transform Firmwide Financial Planning by Bob Veres

Alex Murguia, founder and CEO of InStream Solutions, may be the most creative visionary in today's advisor software ecosystem. And like all people who think outside the box, sometimes he discovers that his best ideas have far better uses than he intended.

Most Recent Commentaries

Attractive Stocks in a Bifurcated Market by William Smead of Smead Capital Management

As value stock picking managers, we assume we will be operating in a bifurcated equity environment. We think the bifurcation will be between sectors of the stock market which appear over-capitalized due to “rear-view mirror” success and those which look undervalued when considering the present value of their future income stream. The combination of numerous forces, both positive and negative, will most likely create this bifurcation.

The Flat Debt Society by John Mauldin of Mauldin Economics

Since at least the beginning of 2006, the most asked question I get after a speech is “Do you think we will have inflation or deflation?” In an attempt at humor, my answer has been “Yes.”

Rising Rates Implementation Plan: “Core Plus” & Risk Management by Rick Harper, Bradley Krom of WisdomTree

While our view on rising rates has yet to meaningfully materialize this year, our underlying thesis has not changed. In our view, it may be time for investors to think about how a bond portfolio may perform as a result of changes in Federal Reserve (Fed) policy.

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks by Mark Mobius of Franklin Templeton Investments

There has been some convergence in terms of how one might classify emerging-, frontier- or developed-market companies—and how they might fit into investors’ portfolios. Recently, we have noted an increase in liquidity and transparency of many frontier-market stocks (the smaller and lesser-developed subset of emerging markets).

October has Been a Tough Month for Stock Picking by Team of GaveKal Capital

The percent of stocks with positive performance for the month of October through last Friday stands at a paltry 15%. Granted, as of last Friday there were ten trading days left in the month, but 15% would the lowest reading since May of 2012 and September of 2011 before that.

Can You “Panic” and Still be an “Investor”? by Jerry Wagner of Flexible Plan Investments

Quite a week we just had, regardless of asset class. By Wednesday the Dow had fallen 688 points by mid-day, thanks to a 480-point morning decline. The problem was a lack of liquidity—a buyer’s strike (no buyers in the market)—as we used to call it. In response, stocks fell, as did commodities (with the exception of gold) and yields plunged on bonds.

Opportunities Amid Divergence by Michael Gomez of PIMCO

As in developed markets, the trends of increasing growth and policy dispersion will be borne out in emerging markets over the next 12 months. Brazil has some of the highest interest rates in the world, which presents an opportunity for investors, and we expect the next four years will be marked by a better mix of fiscal and monetary policy. Because our outlook for China has moderated somewhat, we are focusing attention on trade and financial linkages and how the ripple effects of a slower China might unfold.

A Life-Cycle or Lifestyle Fund? A Critical Investment Decision by Milton Ezrati of Lord Abbett

Just because two people are the same age does not mean that they have the same investment needs or risk tolerances.

Loomis Sayles Core Plus Bond Fund: Navigating Dynamic Markets with Tactical Flexibility by Sponsored Content from Loomis Sayles

The global economic cycle is a perpetual force influencing interest rates, credit availability and capital markets. For core plus managers who seek to generate total return by balancing liquidity and risk, these undulations pose a clear challenge.

Help is on the Horizon to Ease Student Debt by Sponsored Content from Legg Mason

To preempt the college funding crisis that lies ahead, we must ensure that future generations avoid excessive debt. With the current path unsustainable, experts believe the partnership between 529s, colleges and government must evolve. Get a preview of tomorrow's college conversation and advisors' role in the holistic solution.

Advising Clients about When to Retire by Joe Tomlinson

Clients are often surprised to learn that delaying retirement can increase retirement income by a lot. Although each case will be different, I'll present an example to provide some general insights.

The Price We Will Pay for Cheap Oil by Richard Vodra

Suddenly in June, oil prices started dropping, reaching levels unseen since 2010. What is going on? Why does the price of oil matter to financial advisors? What might these fluctuations mean to the price and supply of oil for the rest of the decade? Isn't oil just another commodity?

How to Compete with Online Advice: The Historical Lessons by Dan Richards

Online start-ups offering low-cost investment advice have received lots of attention, not to mention over $200 million dollars in venture capital. What lessons does history offer on the likely impact of online advice? And based on what's happened in the past, how can advisors respond to this new threat?

Shift Your Focus to Gain AUM by Daniel Solin

Based on merit alone, I would entrust my own portfolio to almost every RIA that I have met. But merit is not the governing factor in most decisions.

Q3 Venerated Voices by Various

We have announced our Venerated Voices awards for commentaries published in the third quarter of 2014. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.


Website by the Boston Web Company