Most Recent Articles
Jeremy Siegel - The Market is 10% to 15% Undervalued by Robert Huebscher
According to Wharton’s Jeremy Siegel, ’the fair market value for the stocks today is 10% to 15% higher, and that might even be on the conservative side.’
Most Recent Commentaries
Dramatically Dropping Deficits? Keep Dreaming by Milton Ezrati of Lord Abbett
A smaller U.S. budget shortfall for fiscal 2013 will be largely due to transitory factors.
And That's The Week That Was by Ron Brounes of Brounes & Associates
And stocks just keep rolling along. November ended with another bang as the Blue Chips climbed 3.5% for the month and The Dow Jones extended its weekly winning streak to eight. But did anyone even notice? Happy Thanksgivukkah.
ProVise Bullets by Ray Ferrara of ProVise Management Group
For the 7th year in a row, the US Postal Service lost money. After setting a record loss last year of $15.9 billion, it pared the losses to $5 billion in the current year. The USPS showed its first growth in revenue since 2008, rising 1.2% to $66 billion. In no surprise, the USPS asked Congress for help. Wonder how that is going to work out for them?
US Economic Data Round-Up by Team of GaveKal Capital
ADP payroll data surprised to the upside today (215k vs 185k expected). It was the highest reading so far this year. Perhaps most encouragingly the gain was lead by small businesses.
Emerging Asia Pacific: Regional Economic Review - Q3 2013 by Team of Thomas White International
The second half of 2013 has posed significant challenges to growth in major Emerging Asia Pacific economies. Almost all emerging Asia Pacific economies showed signs of strain arising from stubborn inflation, higher interest rates, slower consumer spending and lukewarm exports.
An Agenda to Save the Euro by Joseph Stiglitz of Project Syndicate
It has been three years since the outbreak of the euro crisis, and only an inveterate optimist would say that the worst is definitely over. It is not, and it won’t be unless and until the eurozone’s structure is fundamentally reformed.
Patience in Asia by Mark Mobius of Franklin Templeton
Investing in a multitude of markets and companies as we do within the Templeton Emerging Markets Group means that at any given point in time it may appear to some that they are underperforming or outperforming any particular benchmark index or market. Such is the nature of global financial markets. Of course, we’d like all of our investments to go straight up, but at the same time continually like to find new bargains for investors.
The Eastern Lust for Gold by Peter Schiff of Euro Pacific Precious Metals
Having replaced savings with debt on both the national and individual levels, I think it’s well past time for Westerners to take a few lessons from our creditors in the East. Many Americans consider gold a "barbarous relic," but in Asia, the yellow metal remains the bedrock of individual savings plans. This means that either greater than half of the world’s population are barbarians, or they’ve held onto an important tradition that our culture has forgotten.
Why You Should Be Thinking About Quality Small-Caps by Sponsored Content from The Royce Funds
The Fed’s stimulus programs have had unintended consequences. Lower-quality businesses have performed well, and more conservatively capitalized companies have been relatively disadvantaged. We think tapering talk has begun to change this and that high quality small-caps should be able to benefit.
Active Share. Toward a Stock Picker’s Market? by Sponsored Content from ClearBridge Investments
Explore five groups of mutual funds-from stock pickers to moderately active to the closet indexers. Which categories produced the best risk-adjusted return 1990-2009? The more different the portfolio from its benchmarks, the greater the range of possible outcomes. Consider a tool like active share.
What Matters More When Investing: A Good Company or Good Price? by John Alberg and Michael Seckler
Which approach will serve you best in the uncertain periods ahead - investing in the best companies, or finding the lowest priced opportunities? How did value-oriented investment approaches, such as Joel Greenblatt’s "magic formula," perform when price-to-earnings multiples compressed in the past? A recent study we completed yields some perspective on those two questions.
How to Keep Prospects from Stealing Your Ideas by Dan Richards
After multiple meetings with prospective clients during which you provided recommendations on their situation, at some point every advisor has walked away feeling that someone took their advice and implemented it on their own. How do you prevent this from happening?
Why Does the U.S. Have High-Cost Low-Quality Healthcare? by Michael Edesess and Kwok L. Tsui
The U.S. has worse mortality rates than virtually all other developed nations, and yet it spends twice as much per capita on health care. How on earth has the U.S. racked up such an appallingly bad health-care record, and what is the solution? A recent edition of the Journal of the American Medical Association identified many of the problems but was not persuasive in prescribing a cure.
Coping with Sudden Power Syndrome by Justin Locke
Wealth managers are no doubt familiar with the phrase ’sudden wealth syndrome.’ Its symptoms include isolation from former friends, guilt over one’s good fortune and an extreme fear of losing one’s money. Money and power are closely related concepts, and so I would like to introduce the related condition - sudden power syndrome - which is what one experiences when thrust into a new position with significantly greater authority and responsibilities.
Career Center by Various
We have recently changed the name of our Job Postings site to "Career Center" but you can still 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.