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

Small Caps in Focus Following Fed Comments by Jeremy Schwartz of WisdomTree

In conjunction with Janet Yellen’s testimony before Congress on July 15, the Federal Reserve produced a “Monetary PolicyReport1” that provides an update on monetary policy, economic conditions and financial markets.

The Sub Par Recovery Continues: Fixed Income Investment Outlook by Carl Kaufman, Simon Lee, Bradley Kane of Osterweis Capital Management

There is a well-known trading adage, “Sell in May and go away,” which espouses selling your stocks to avoid a seasonal pre-summer decline in prices. Selling in May (or April or June) did not work this year as the markets continued their rise to new highs. Perhaps the reason for this is that the weather-induced economic weakness of the first quarter has been followed by increased optimism for growth in the second quarter and beyond. We have seen inflation, even in the core (ex- food and energy) rise, although this may be transitory.

Mar Vista Investment Partners Second Quarter 2014 Review by Brian Massey of Mar Vista Investment Partners

Mar Vista Investment Partners second quarter commentary reviews the market and their large cap growth strategies during the most recent period and discusses the opportunities they see for their portfolios in the coming months.

Instability is the New Normal? by Axel Merk of Merk Investments

Once upon a time, there were safe havens in this world, places where investors could hide when the going got rough. If you believe this fairy tale world will persist, pinch yourself. In our assessment, not only are there no safe havens left, but instability may be the new normal. Is your portfolio ready?

Keep An Eye on Commercial Bank Liquidity Trends by Team of GaveKal Capital

An interesting development this year has been the increase in purchases of US Treasury bonds by commercial banks. In the chart below, we show the year over year increase in the holding of US Treasury bonds by US commercial banks set against the interest rate on 10-year UST. This goes some way in understanding the move lower in rates this year.

Standing By Convictions in European Equities by Philippe Brugere-Trelat of Franklin Templeton Investments

European equities have garnered a fair share of attention lately as leading indicators suggest economies in the region are starting to recover from years of crisis and austerity-induced recessions. While some observers will point to recent equity market volatility as a sign that investors should remain defensive when selecting stocks in the region, Philippe Brugere-Trelat, executive vice president and portfolio manager, Franklin Mutual Series®, says he’s encouraged by recent developments.

More Volatility Ahead? by Russ Koesterich of BlackRock

Despite recent market swings, volatility is still very low by historic standards, suggesting that markets aren’t taking into account the prospect of bad news and that investors should prepare for more turbulence ahead.

U.S. Stock Market on the “Edge of Tomorrow” by William Smead of Smead Capital Management

Recently we heard a market prognosticator declare that we could have a 30 percent decline in stock prices in the next 12 months. Presumably because investors fear starting over again, like many did at the market bottom in 2009, the talking head had ample emotion on which to make such a grandiose assertion. This fear of starting over reminded me of the recent Tom Cruise movie, "Edge of Tomorrow," where Tom Cruise plays a soldier forced to live the same day again and again in efforts to develop answers on how to defeat a force which would end the world. Hence, living on the "Edge

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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