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How a High School Football Coach Landed NFL, MLB and NBA Clients
by Justin Kermond, 4/23/18

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.

How a Star NFL Player Achieved Financial Success
by Justin Kermond, 3/20/18

He was on the receiving end of the passes from Drew Brees that led the New Orleans Saints to victory in the 2009 Super Bowl. But what distinguishes Marques Colston from his fellow ex-NFL players and other retired athletes is his successful post-professional career.

Austan Goolsbee on the Fed’s Broken Forecasting Model
by Justin Kermond, 6/28/16
Austan Goolsbee is optimistic that the long-run prospects for the U.S. economy are outstanding due to the unbounded strength of our human capital, innovation and entrepreneurialism. However, Goolsbee warned that the next 12-18 months will be bumpy and the illusive V-shaped recovery will not happen because the U.S. Federal Reserve’s forecasting model is broken.

Sallie Krawcheck’s Solution to the Retirement Crisis
by Justin Kermond, 6/29/15
Sallie Krawcheck is a woman with a cause. She has a solution to the retirement crisis and a strategy for advisors to grow their female client bases.

Grantham: Stocks Will Continue Upward until the Election
by Justin Kermond, 6/29/15
Jeremy Grantham says equity valuations are heading toward the “two-sigma” level that is the requisite threshold for a true bubble. At some point – which is not imminent – he says a “trigger” will precipitate the reversion back to mean levels. The market will continue to deliver positive returns until the next election, according to Grantham.

Howard Marks on Luck and Skill in Investing
by Justin Kermond, 3/3/15
When Howard Marks graduated from the Booth School of Business of the University of Chicago, he was turned down for the one job he really wanted. That, he said, was the luckiest moment of his career. The firm that turned him down was Lehman Brothers.

Ben Hunt: Investing Lessons from the Poker Table
by Justin Kermond, 2/3/15
Markets have not been this dominated by political uncertainty and divorced from economic fundamentals since the 1930s. Ben Hunt - Harvard Ph.D., the author of the Epsilon Theory Newsletter, and Chief Risk Officer at Salient Partners, an asset manager based in Houston, TX - provides useful lessons from game theory for thriving in what he calls "the age of central bankers."

The Six Biggest Washington Myths
by Justin Kermond, 11/4/14
If you think Washington is hopelessly broken or that the Federal Reserve is bitterly divided between hawks and doves, you're wrong, according to Greg Valliere. These were two of six common assertions Valliere challenged in a talk last week.

APViewpoint Reaches Critical Milestones
by Justin Kermond, 7/22/14
Two months after its launch, our APViewpoint service has quickly expanded. The secure discussion forum now has 1,200 members and 80 online conversations on a wide range of topics of interest to the advisory profession.

GMO versus Blackrock: Divergent Views of Global Markets
by Justin Kermond, 7/8/14
GMO's Ben Inker says he wouldn't touch U.S. small-capitalization stocks "with a 10-foot pole" - and says he sees no asset class that is attractively priced. That isn't the way Blackrock, the world's largest asset manager, views things. Blackrock's Dennis Stattman likes Japanese equities and gold and isn't afraid of rising rates.

Beyond Moneyball - Setting the record straight
by Justin Kermond, 4/15/14
In The Sabermetric Revolution: Assessing the Growth of Analytics in Baseball, Benjamin Baumer and Andrew Zimbalist attempt to set the record straight. Baumer and Zimbalist contest parts of Michael Lewis’ Moneyball story and broadly address how sophisticated analysis has been used in other sports and why it’s exceedingly difficult for even the most creative and sophisticated approaches to maintain a competitive edge.

Chinas Problems are Americas Opportunity
by Justin Kermond, 2/4/14
Fear not Federal Reserve tapering, lackluster U.S. earnings, oncoming deflation or markets heading into bubble territory, says Francois Trahan. Our economic and market growth will be fueled by structural changes driven by rebalancing in China. Dont be surprised to see a repeat of 2013s U.S. equity market performance, according to Trahan, who offered a script for countering clients unfounded fears over what might go wrong.

Harvard’s Post-Crisis Endowment Strategy
by Justin Kermond, 1/28/14
Jane Mendillo took the helm as CEO and president of Harvard Management Company (HMC) in 2008, after the endowment suffered a devastating $10 billion loss, which depleted its worth by more than 27%. Under her leadership, HMC has emerged from the crisis with innovative changes in its policies and processes regarding asset allocation and risk management of alternative assets.

Money Can Buy Happiness
by Justin Kermond, 10/1/13
Extensive research has shown that the act of buying life experiences and giving money away can make people happier than buying material items does.

Three Ways to Spot a Liar
by Justin Kermond, 7/16/13
Advisors operate in a post-truth era. The world is cluttered with deception in investment services, media, business, literature, academia and politics. Advisors need to be equipped to identify liars in their interactions in order to make better decisions and not be deceived. Here are three ways advisors can protect themselves from false claims, detect less-than-honest responses and present themselves in a manner that conveys truthfulness.

Decisive: How to Make Better Choices in Life and Work
by Justin Kermond, 5/28/13
The rock-and-roll star David Lee Roth devised a test using a bowl of M&Ms to ensure that he thoroughly prepared for concerts. He wanted every performance to be perfect, and the framework he used to accomplish that goal provides a decision-making process that is applicable to financial advisors.

Contagious: Why Things Catch On
by Justin Kermond, 3/26/13
How do you create something so contagious that people can’t stop talking about it? A little-known appliance company did just that with a video of its president grinding up Justin Bieber CDs in a blender. Every advisor hopes to achieve that same contagion with social-media marketing: a presence that “goes viral” and attracts scores of retail investors.
17 results found.