10 Fairly Valued Dividend Growth Stocks for Total Return: Part 4
Managing Volatility in Short‑term Markets: The Global Liquidity Ladder
Who Said the Rules of the Game Could Change Because LIBOR’s Going Away?
Quarterly Review and Outlook, First Quarter 2018
After #ZuckerbergHearing, Investors Don’t Unfriend Facebook
Conference Board Leading Economic Index: Slight Increase in March
Weekly Unemployment Claims: Down 1K, Slightly Worse Than Forecast
Philly Fed Manufacturing Index: Slight Improvement in April
S&P 500 Snapshot: Up 0.5% YTD
The Positive Side of Being Overwhelmed
There are things coming at me from all corners – my own clients, my boss’ needs and other projects he wants me to be involved with in our firm – and he is asking me to obtain a certification, which I haven’t even been able to investigate yet.
Planning for a Successful Transition to a New Firm
You have undoubtedly heard stories about brokers changing firms who experienced everything from a minor disruption in revenue to an all-out career catastrophe. While you cannot anticipate every event, there is one thing you can do: Plan your work, and work your plan.
A Compliance-Friendly Social Media Strategy
Even if your ability to post to social media is restricted, it is still a very powerful prospecting tool. Here are a few ideas that don’t involve posting content.
How to Avoid a Costly Mistakes with Your Web Page Design
The Problem with Tesla’s Cars – and its Stock Price
Venerated Voices™ Q1 2018 Rankings
A Bit About Bob
The Future of the FPA, the CFP Board and the Organizations that Run the Planning Profession
Five Tips for Clients on the New Tax Law
How to Avoid the Mid-Sized Firm Trap
Next Recession? Pundit Prognoses
Don’t Abandon International Diversification
Scenario Planning: Expectations for Inflation
Some investors may be concerned that growth in inflation may accompany U.S. economic growth. Whether you believe that inflation is a potential future threat to your client’s portfolios, and what approaches you recommend, will depend on many variables.
Some advisors make use of scenario planning, a strategic tool to make flexible long-term plans, to examine various possibilities and potential action steps. A new white paper examines three ETF strategies – Treasury Inflation Protected Securities, natural resources, and infrastructure investments – that seek to hedge inflation, as well as the investor objectives typically aligned with each strategy.
Loomis Sayles Investment Outlook
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
Bricks and Clicks: The Changing Nature of Retail
In recent years, the retail industry has experienced major shake-ups in regard to shifting business models, including the increasing popularity of e-commerce. Businesses that rely on revenue exclusively from physical stores—once the all-important showrooms for goods and services—have not only become less relevant, but also less efficient from a cost perspective.
The Risk Contribution of Stocks: Part 3
Part 3 of 3: Most investors tend to believe that stocks are a good—perhaps even the best—investment in the long run. However, the reason for expecting good performance from stocks is perhaps not always clearly articulated: Quite simply, it is because they are risky.