Mixed U.S. Energy Earnings Reinforce Credit Views and Outlook for Range‑Bound Oil Prices
Exclusive Interview (Part II): Alex Green on the Biggest Threat We Face
Macron at 100 Days: New French President Faces Busy Autumn
Fight Night: Boxing, Voting and Investing in 2017
Treasury Snapshot: 10-Year Yield at 2.17%, Lowest Since Late June
July New Home Sales Down 9.4% from June
S&P 500 Snapshot: Up 0.99% from Monday
Richmond Fed Manufacturing: August Composite Little Changed
FHFA House Price Index: Index Up 1.6% in Q2
World Markets Update
Weekly Gasoline Price Update: Regular and Premium Down Two Cents
Gasoline Volume Sales and our Changing Culture
Understanding the CFNAI Components
Chicago Fed: July Economic Growth Inches Lower
Behind the Success of a Top-Performing International Fund
Greg Dunn is a portfolio manager for Thornburg Investment Management. He manages the Thornburg International Growth Fund (TINGX), which has outperformed its benchmark by 540 basis points over the last 10 years. In this interview, he discussed his investment philosophy and what drove that outperformance.
I’m Terrified I will be Laid Off
I work for a very large firm that is undergoing significant cost-cutting measures. This is corporate-speak for lots of my colleagues being laid off. I’m worried and depressed much of the time thinking about the potential of losing my job.
Leadership Lessons from Coach Belichick
To Belichick, the invisible aspects of team building and winning are as much as – or perhaps more important than – the visible aspects like talent, speed, and strength.
Don’t Let the Endowment Effect Cost You AUM
New Study Examines How RIAs Select Actively Managed U.S. Equity Funds
SoftBank’s Big Plan for a Smarter Internet is Brilliant
Salt, Wampum, Benjamins – Is Bitcoin Next?
The Role of REITs in a Diversified Portfolio
Seven Reasons Why Advisors Should Use Bond Ladders
Six Ratios for Benchmarking Your Practice
One of the trickiest aspects of being a financial advisor is simultaneously navigating your dual responsibilities as both a financial advisor and business owner. In order to gain a well-rounded perspective of your firm’s performance, there are several key metrics you should use to assess and interpret its financial health. We’ve outlined six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your firm's performance.
Five Ways to Grow Your Business Beyond Your Book
Often, in an effort to serve their clients, advisors neglect their own business. However, growth in business is imperative. There’s even a popular saying: “If you aren’t growing, you’re dying.” One of our core goals at Kestra Financial is to help you maximize the value of your business. We work one-on-one, encouraging you to manage your business as a personal asset with the same level of care and diligence as you manage client assets. We help you find the time and tools to work on your business not just in it. When evaluating the health of your practice, here are five key areas to jump-start your growth plan:
Pricing Your Advisory Business
Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.
Fiscal Policy to the Forefront
Despite a risk-friendly market environment and high levels of business sentiment, U.S. gross domestic product continues to struggle to grow about 2%. Pacific Funds portfolio managers discuss the current market environment, fiscal and regulatory policy, and their broad positioning for the second half of 2017.