Volatility Is Back—And That’s a Good Thing for Active Management
Boeing, from Purchase to Sale: A Value Investor’s Exercise of Patience, Discipline and Risk Reduct
Weekly Gasoline Price Update: Regular and Premium Up a Nickel
World Markets Update
Gasoline Volume Sales and our Changing Culture
Understanding the CFNAI Components
Do Equity Hedge Funds Really Generate Alpha?
Hedge funds, as represented by the Barclay index, can effectively be viewed as equity replacements. Further, the proper benchmark for equity hedge funds is target volatility strategies.
How a High School Football Coach Landed NFL, MLB and NBA Clients
Professional athletes are among the most coveted clients for advisors – and present unique financial challenges that those athletes are typically ill-equipped to handle themselves. Paul Franklin leveraged his role as a high-school football coach to pursue a career serving those clients.
A Bit About Bob
Our CEO is Robert Huebscher, but we know and love him as “Bob.” We would like you to get to know him, so this section is dedicated to updates and facts about Bob! Today, we'd like to tell you about one of Bob's favorite hobbies.
Special Considerations for Senior LGBTQ Clients
Retirement Strategies in Pictures
Why Introverts Have an Edge in Converting Prospects
How to Motivate Your Team to Take Ownership of Problems
How to Handle Underperformers
The Positive Side of Being Overwhelmed
Planning for a Successful Transition to a New Firm
A Compliance-Friendly Social Media Strategy
How to Avoid a Costly Mistakes with Your Web Page Design
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.