National Debt No Problem - We Owe It To Ourselves - WRONG!
The Beautiful Game: Surprising Insights from the World Cup about Strategy and Teamwork
Social Security: It’s Healthier Than You Might Think!
Why Markets and Political Scientists Disagree on the G7
Existing-Home Sales Down Slightly in May
Treasury Yields: A Long-Term Perspective
New Residential Housing Starts Up in May
New Residential Building Permits: 1.301M in May
A Tricky Stock Photo Trap: Beware of “Editorial Use”
Especially for those of us who are artistically challenged, stock photos are the bomb. But there’s a trap to beware of, lest those photo bombs backfire on you.
The Seven Proven Networking Strategies
I have a test for you. In my work with advisors, I’ve identified seven networking strategies that consistently drive referrals. How many do you use?
Will Re-Defaults of Mortgage Modifications Undermine Housing Markets?
Much has been written about residential mortgage modifications, yet hardly anything has been said about the problem of re-defaults on modified mortgages. In large part, this is due to the paucity of accurate data about borrowers re-defaulting. It is time to clearly lay out how extensive this problem really is, what it means for mortgage markets and the dangers it poses for investors.
How to Avoid Taxes with Highly Appreciated Securities
The Battle of the Passive Strategies
The evolution of Vanguard Advisor’s Alpha®: From portfolios to people
Lessons from the North Bay Fires
Why Advisors Should Never Write Books
In Defense of the Value Premium
Gundlach: Federal Debt is on a Suicide Mission
Cutting-Edge Research from Harvard on Converting Prospects
How to Sell Without Being Salesy
Scenario Planning: Expectations for Interest Rates
An entire generation of advisors and investors has grown up observing interest rates that only go down and bond prices that only go up. But with potentially volatile interest rates, investors may experience losses in their fixed income portfolios if they don’t adapt to a variety of different scenarios. This guide takes a look at strategies to help investors pursue their financial goals amid changing interest rates.
INVEST LIKE THE PROS: Using Liquidity Premiums to Drive Better Portfolio Outcomes
At a time of low expected returns, low current yields and economic uncertainty, individual investors are demanding new options. Recent advances in product design enable investors to access less liquid and illiquid institutional-caliber alternatives in a “user-friendly” format which preserves the integrity of the underlying strategy. These new product designs contrast mutual funds which may contain watered-down liquid versions of the original.
New thinking about liquidity, its role in a portfolio and improved access to a wide spectrum of alternatives enables investors to deploy less liquid strategies and capitalize on liquidity premiums.
High Yield in Variable Markets
Christopher Romanelli examines the factors that could support the high yield market in a world of tighter monetary policy.
Enhanced Portfolio Diversification: The Power of "&"
Most investors, whether institutional or individual, 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. Investors also tend to believe that investing in alternatives, such as managed futures, necessitates sacrificing some of their stock and/or bond asset allocation. This Insight explains how investors can have both the diversification benefits of managed futures, and their traditional stock/bond portfolio. Thus, the power of “&”.