Political Risk Update: France and the U.S. Budget
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The Four Totally Bad Bear Recoveries: Where Is Today's Market After the First 100 Days of Trump?
Home Prices Rose 5.8% Year-over-Year in February, 32-Month High (NSA)
April Consumer Confidence Slips but Remains Strong
March New Home Sales Jumps, Surprises Forecasts
Richmond Fed Manufacturing: Continued Optimism in April
FHFA House Price Index Up 0.8% Nominally in February
Weekly Gasoline Price Update: Up a Penny
Understanding the CFNAI Components
Dallas Fed Manufacturing Outlook: Expansion Continues
My Journey toward a Better, Simpler Fiduciary Rule
I have no problem whatsoever with the intent of the DOL fiduciary rule (may it rest in peace). But I was dismayed with the rule’s final form. In fact, I believe that the DOL’s voluminous tome can be distilled to a single sentence.
Fostering a Culture of Compliance
Successful advisory firms value their culture of compliance, and continue to build on the program they have in place. Here are a few best practices.
The Importance of Behavioral Style
Many thanks to those who joined me last week for my webinar, Strategies for Dealing with Difficult Clients. Whenever I get questions on how to handle someone who is difficult, or what to do when a client (or employee) is unreasonable, I focus first on the differences in style.
Three Steps to Building Your Content
Don’t be Misled by Studies on the Value Advisors Add
What the All-Knowing Advisor Doesn’t Know
My Boss is a Lousy Communicator
Flawed Research on Factor Investing
Rising Rates and the Impact on Investment Advice
Loomis Sayles' Investment Outlook
The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.
Climbing the Wall of Optimism
Will markets be able to climb the wall of optimism given the recent surge in consumer and business confidence driven by the policy actions of the new U.S. president's administration? Pacific Funds portfolio managers discuss market sentiment, potential economic growth, and their outlook for the balance of 2017.
Putting a value on value: Quantifying advisor’s alpha
Investor needs change, and so should the resources you use to meet those needs. Learn five ways to quantify the benefits of advisor’s alpha, including the potential for increased client returns and developing your skills as an advisor.
Tune out the noise—expect more modest returns
Discover why 2016’s widespread market predictions were incorrect, how the global economy is shifting toward positive stabilization, and what Vanguard expects from portfolio returns in the next few years.