Where Might Credit Risks Exist? Follow the Supply
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks
The "Real" Goods on the October Durable Goods Data
Gasoline Volume Sales and our Changing Culture
Vehicle Miles Traveled: Another Look at Our Evolving Behavior
Michigan Consumer Sentiment: November Final Remains Optimistic
Six Words that Drive Compliance Crazy
Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.
Igniting the Spark!
I lack motivation to work with my staff and mentor or coach. Is this what happens to every advisor who has been doing this for a while?
The Powerful Relationship Between Dating and Closing Prospects
Being rejected by someone you hoped to date leaves a painful memory, just as does losing a prospect who was a good fit for planning services. Here’s the powerful lesson that avoids losses – in both situations!
Which type of annuity are you most likely to recommend to a client?
Insurance & Annuities Poll: The Results
Jeremy Siegel: The S&P 500 is Fairly Valued
Six Themes That Will Drive the Next Five Years
Ongoing Contributions to a Donor Advised Fund
Neil Hennessy – The Opportunities in Mid-Cap and Japanese Stocks
Thanksgiving and the Long-Term Pilgrimage of Interest Rates
Do market-cap differences translate into performance variations?
How do you measure an active manager’s success?
Skis And Bikes: The Untold Story Of Diversification
“The “free lunch” of diversification is that it allows investors to keep more of their money invested in high return assets while lowering the overall risk of the portfolio. Learn how to build explosion resistant, bulletproof portfolios to whether the markets’ most hostile environments. We guarantee you’ve never learned about diversification like this before.
The State of High Yield
Does the high yield bond market offer enough value at this point in the credit cycle?
The Case for International Dividend Quality – Offsetting Home Country Bias with Quality
For decades, dividend income has been a crucial component of a stock investor’s total return, often surpassing capital appreciation in volatile markets for many investors. However, blindly focusing on yield in the international sector could be dangerous to an investment portfolio’s health.
Often, a seemingly generous dividend yield may actually signify a weak share price tied to negative news not yet revealed in the quarterly dividend. This is why we believe investors in international dividend stocks must be confident that the dividend being paid is sustainable over the long term.
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.