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

Most Recent Articles

Bill Sharpe on Retirement Planning by Robert Huebscher

Bill Sharpe discusses topics at the forefront of financial-planning research: The role of annuities in a retirement portfolio, the proper glidepath for target-date funds, if investors should anticipate mean reversion in market returns and whether ESG- and SRI-oriented portfolios make sense.

Most Recent Commentaries

Weekly Market Summary by Urban Carmel of The Fat Pitch

After 27 months, SPX experienced its first 10% correction this week. As we have detailed many times, this was an exceptionally long and uncorrected rise. Since its last 10% correction in mid 2012, SPX has risen an exceptional 59%.

Weighing the Week Ahead: Is the Correction Over? by Jeff Miller of New Arc Investments

Was that the bottom? Nearly everyone is trying to time the market, so the financial media will focus on remaining risk versus signals of a bottom.

What the Strong Dollar Does to Yellow and Black Gold and Why We're Seeing Green by Frank Holmes of U.S. Global Investors

The United States is doing better than it has in years. Jobs growth is up, unemployment is down, our manufacturing sector carries the rest of the world on its shoulders like a wounded soldier and the World Economic Forum named the U.S. the third-most competitive nation, our highest ranking since before the recession.

Weekly Economic Commentary by Team of Northern Trust

The market’s correction has many scratching their heads. Russia’s economy is feeling a pinch but not real pain. Long-term remedies will be needed to secure U.S. budget health.

Where Are We? A Psychological View by Robert Isbitts of Sungarden Investment Research

When markets get temporarily unruly as they have recently, it tends to drive folks like us to go back and prove to ourselves once again that each and every part of our existing portfolios (the stocks and the hedge positions we own) is as valid to us as it was when we bought it. And, with many stocks on our watch list getting closer to being viable additions to the mix as their prices drop, we are essentially scouring our investable universe to see if we can either improve our upside potential, strengthen our defenses, or both. It is a rigorous process, always.

Why High Yield, Why Now by Tim Gramatovich, Heather Rupp of AdvisorShares

Here are some of the reasons we believe that the high yield bond market looks attractive at current levels.

Special Report: Volatility Update by Richard Bernstein of Richard Bernstein Advisors

Volatility can destroy the best of financial plans. Simply doing nothing can be a fine strategy in the face of short-term volatility, but the tension associated with market downdrafts makes both institutional and individual investors’ feel that doing nothing is not an alternative. However, decisions made under duress are typically decisions that should not be made.

5 Things To Ponder: "Buy" or "Run" by Lance Roberts of STA Wealth Management

This past week investors to a blow from a sharp selloff in the financial markets. I have spilled quite a bit of ink in recent months discussing the probabilities of such as corrective event as the Federal Reserve’s current liquidity operation came to a conclusion this month.

High Quality Mid Caps Enjoy Performance Advantage by Sponsored Content from ClearBridge Investments

Since 1965, high-quality midcap stocks have outperformed their low-quality peers by a meaningful margin-a premium that has been most pronounced during periods of market transition. As we approach an inflection point in the current market and economy, investors should consider high-quality mid-cap stocks, which appear poised to thrive.

The Ultimate Income Portfolio: 7.1% Yield with Low Risk by Geoff Considine

I analyze the performance of last year's Ultimate Income Portfolio and generate the one for 2014-15. The result is a portfolio that yields 7.1% with a risk level equivalent to a 70/30 stock/bond index fund. I also explore some of the lessons learned from four years of tracking and revising the portfolios.

The Five Seconds When You Can Lose a Prospect by Dan Richards

When you meet with prospects, how long does it take for them to form the initial opinion of you that will shape their lasting perceptions? The scary answer: Five seconds or less. To maximize the chances of a positive outcome from an initial meeting, advisors need to get a number of things right.

Dealing With a Really Difficult Prospect by Daniel Solin

We have all had experience trying to convert difficult (sometimes really difficult) prospects into clients. In a recent article, I discussed some of the issues I have confronted when dealing with narcissistic advisors. But clients, or prospective clients, can display narcissistic behavior too.

How to Promote Your Case Studies by Elizabeth Snyder

If you don't promote your case studies effectively, they won't help you achieve your marketing goals.

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.

Where is an Advisor's Time Best Spent? by Beverly Flaxington

Is it more important for an advisor who leads a firm to spend time with clients or with staff?


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