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

Most Recent Articles

How to Choose the Best Retirement Income Strategy by Joe Tomlinson

In the competition among retirement-planning methodologies, systematic withdrawals have been winning the battle against the essential-discretionary approach. But given today's low interest rates, the essential-discretionary approach may work better for many clients, especially if SPIAs are used.

Most Recent Commentaries

Time to Put a New Economic Tool in the Box by John Mauldin of Mauldin Economics

I don’t think GDP as it is measured today is a Keynesian plot. GDP is a valuable measurement tool, if you understand what is being measured and all those asterisks with caveats that attend any such measure. But as we will see in this week’s letter, there are other ways to measure GDP that would suggest additional policy dials for spurring economic growth.

“WIMPY” – Implications of Massive Government Stimulus by Robert Isbitts of Sungarden Investment Research

The question we have is “how are we going to pay for all of this borrowed money?” If you are the government and own the Mint, you can print more money. That pays your debts but devalues your currency, so you replace one problem with another. When you hear that the Fed is "pumping liquidity into the system" there is a good reason - they are the only ones left who can. The consumer’s financial condition is again fading into treacherous territory.

Second Quarter Earnings: Marching Toward a Strong Recovery by Frank Holmes of U.S. Global Investors

It’s earnings season once again, and though only a quarter of the Russell 1000 has reported so far, the news is just north of positive. All signs indicate that the market has dusted itself off and is back to its cheerful self after a ho-hum first quarter, which was negatively affected by harsh winter weather.

Weekly Economic Commentary by Carl Tannenbaum of Northern Trust

Re-regulation has diminished market liquidity. Updated U.S. budget projections are improved but not comforting. The EU searches for the right response to Russia.

Mid-Year Outlook: Beware that Peaceful, Easy Feeling by Andrew Pease of Russell Investments

Has a sense of unfounded complacency settled in among investors as we move through the second half of 2014? In our Strategists’ 2014 Global Outlook – Third Quarter Update, we discuss the possibilities.

Consumption and Services Deliver Healthy Growth by Andy Rothman of Matthews Asia

Three interesting economic trends, each relevant to investors, are clear from China’s first half macro data. First, economic growth has stabilized at a healthy pace despite a weak property sector. Second, driven by strong income growth, China remains the world’s best consumption story. Third, ‘rebalancing’ continues, with consumption accounting for a larger share of GDP growth than investment, and with the services sector bigger than manufacturing and construction.

Looking for Attractive Income with Less Volatility than Equities? by Michael Weilheimer, Steve Concannon, Will Reardon of Eaton Vance

High-yield bonds offer investors the potential to earn total returns comparable with equities without the level of volatility stocks have. While many income investors are naturally concerned about the prospects of higher interest rates, high-yield bonds have a set of characteristics that may enable them to maintain their value even as rates rise.

What Are Gold Option Markets Telling Us? by Ade Odunsi of AdvisorShares

It is often a valuable exercise for investors to monitor the option market associated with the cash market as option markets may carry useful information about how the balance of supply and demand in the cash market is evolving over time. In this week’s note we review the history since January 2006 from when we have available data, of the market’s relative preference to own gold calls (seeking to profit from rising gold prices) versus owning gold puts (seeking to profit from falling gold prices) and how this has related to the price action in the gold cash market.

Why Market-Timers Go Nuts by Stephen Huxley, Brent Burns

How do you drive a market-timer nuts? Remind them of the evidence against them. That is, the evidence of shifting and even reversing correlations between stock and bond returns that make it improbable - if not impossible - to use market timing to make profitable investment decisions.

Time to Rethink How You Deal with Top Clients by Dan Richards

Airlines like American, Delta and United are unlikely role models for customer service. Yet there is one area in which these airlines excel and from which advisors can learn: how they treat their very best customers.

The Secret Weapon for Gathering AUM by Daniel Solin

Getting a prospect to agree to a meeting takes an enormous amount of time, effort and money. I estimate that at least half of those efforts fail. Research shows that a small change to the way you handle prospect and client meetings could greatly improve those results.

APViewpoint Reaches Critical Milestones by Justin Kermond

Two months after its launch, our APViewpoint service has quickly expanded. The secure discussion forum now has 1,200 members and 80 online conversations on a wide range of topics of interest to the advisory profession.

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.

Jumping into the Fray with Divorcing Clients by Beverly Flaxington

When is it appropriate to recuse ourselves from a nasty divorce situation between existing clients? We are in a losing place if we take sides, and I do not prefer one member of the couple over the other. I enjoy both and what they are doing to each other - and to their investment portfolio - is atrocious.

Two Top Experts Debate the Outlook for Growth by Laurence Siegel

Growth may slow, as Robert Gordon contends, at least when measured by GDP - if only because population growth is slowing. But that is not a foregone conclusion. And even if it were to happen, it doesn't mean that global standards of living would face a similar deceleration. Moreover, GDP doesn't fully capture the improvements in the standard of living that come with advanced technology.


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