The bond market is much cheaper than the stock market, according to Jeffrey Gundlach. Investors should abandon the traditional 60/40 stock/bond allocation in favor of a 40/60 split.
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.
Happy Holidays from Bob, Sally and their grandchildren
“I have never seen so much bearishness in the market,” Jeremy Siegel said, “which is a great sign for stock investors.”
It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried. But for women, the risk of not having adequate funds for retirement is even greater than it is for men. As advisors, we must understand and address the financial planning challenges unique to women.
For the past 15 years, Bob Huebscher has been privileged to interview Jeremy Siegel, the Russell E. Palmer Emeritus Professor of Finance at the Wharton School, about his outlook for the economy and the markets. This year, for the first time, Bob will interview Jeremy live.
Invesco and Nasdaq have partnered together to form the QQQ Innovation Suite which has helped investors access the world’s most innovative companies. This year, the suite has expanded to offer investors more ways to access innovation across the market cap spectrum.
“Expect a recession by the middle of next year,” Jeffrey Gundlach warned investors. The Fed’s monetary tightening will not be as aggressive as expected, he said, but high rates will dampen housing, consumer spending and other sectors, and will force the economy to contract.
As clients age and their financial lives evolve, most reach a point where they stop accumulating investment assets and begin taking distributions from their investment and retirement portfolios. This presentation introduces financial advisors to a comprehensive approach to creating longevity-oriented investment portfolios and managing retirement income.
Advisors and their clients need to manage pressures they have not seen for 20 years: market volatility, inflation, rising interest rates and potentially higher taxes. With fixed income not holding up as a low-risk part of the portfolio, it is time to look at other strategies to protect client portfolios.
Join us and marketing guru Kristen Luke to learn how to stand out from the competition and attract your ideal clients in 2022 and beyond. In this CE-eligible webinar, you’ll have the opportunity to ask Kristen anything and see how specializing in a niche allows you to be more effective when counseling clients. (Please note: You must be an AP Premium Member to register for this webinar.)
The overriding story of Vietnam is the triumph of free markets over communism.
Clients often assume that their need for life insurance ends when they stop working. I spoke with Neil Drzewiecki, the head of life products for MassMutual Life Insurance Company, about how whole-life insurance can play an important role in your client's retirement income strategy.
According to Woody Brock, inflation will not fall back to the pre-COVID 2% level that the Fed wants. Two underlying structural changes will keep inflation at about 4.
Democracy is under attack, yet many Americans fail to see the threat, according to Seth Klarman. Leadership must come from the business community to respond to this challenge.
Direct indexing is the fastest growing segment of the asset management industry. In this interview, Brandon Thomas of Envestnet explains how direct indexing helps clients gain low-cost, tax-efficient exposure to asset classes, ESG and quantitative strategies.
Sell stocks and buy opportunistic bonds, according to Jeffrey Gundlach. “The capital gains potential is the best in the last 15 years," he said. Bonds are “the place to be.”
“Price matters again in investing,” according to Bob Wyckoff a managing director of Tweedy, Browne. “That serves the interests of value investors.”
The world is undergoing a dramatic energy regime shift that has been accelerated by recent events, including the COVID crisis, the Ukraine war, and growing concerns about climate change. The Harbor Energy Transition Strategy ETF was introduced to position investors for this transition.
Investors increasingly want more control and customization of their portfolios. Personalized managed accounts give them the opportunity to do that.
The price of oil, as measured by the benchmark WTI index, could hit $150 this summer, according to Jeffrey Gundlach. That price may not be sustained, he said, “but the path of least resistance for oil prices is up.”
Two of the world’s most respected investors, Jeremy Grantham and Ray Dalio, offered identical warnings: The bubble in U.S. equities is unwinding, and the economy is headed for stagflation.
Plan for long-term Inflation that will be fought aggressively by the Fed, higher policy rates, and slower economic growth, according to Raghuram Rajan.
The Fed is at a crucial junction, according to Lacy Hunt. It has to contain inflation. If not, the stability of the U.S. economy over the longer term is seriously in doubt.
To achieve its mission of reducing inflation, the Fed will keep raising rates, according to Albert Edwards, and won’t stop before the S&P 500 hits 3,000.
The Fed is on a single-minded mission to fight inflation, according to Jim Bianco. To do that, it will crush stock prices and home values.
The U.S. economy will be in recession in the second half of this year, according to David Rosenberg. Equity Investors should brace for a 30% bear market decline.
Cryptocurrencies and digital finance will catalyze an economic transformation on a par with the Industrial Revolution, according to Pippa Malmgren.
On Tuesday, the day that government-reported inflation hit 8.5%, Jeffrey Gundlach said it may reach 10% this year.
Rising rates are a direct shot at your bond portfolio. But there's a real opportunity to address your equities and position them optimally for a rising rate environment.
Get out of stocks, according to Gary Shilling, who has gone to 30% cash in the portfolios he manages. The economy will be in recession by the end of the year, and stocks will fall in response.
In this video interview, Woody Brock explains why the supply and demand for capital have driven the secular decline in real interest rates. He also addresses the Ukrainian war from a game-theoretic perspective.
A message from our CEO, Robert Huebscher, on the war on Ukraine.
Headline inflation will breach 9% this year, according to Jeffrey Gundlach. That will force the Fed to aggressively raise the Fed funds rate.
The rapid rise in housing prices since the pandemic has fueled fear among Americans already faced with the worst inflation in the last 40 years. The fear of inflation is genuine, but housing prices have nothing to do with it. The Bureau of Labor and Statistics (BLS) incorrectly calculates housing as a component of inflation.
In this interview, Peter Essele, vice president, investment management and research, at Commonwealth Financial Network, explains why investors should view the volatility created by the pandemic and geopolitical events as an opportunity to add risk to their portfolios.
Bill Hench is head of the small-cap team at First Eagle Investments and portfolio manager of its small-cap strategy. The First Eagle Small Cap Opportunity Fund (FESCX) was established April 27, 2021.
Our recently introduced membership service gives you the ability to forward a PDF of our articles to your clients. The PDF can include your logo and a note from you about the relevance of the article to your audience. Below are some recent articles advisors have been forwarding to their clients.
The Nasdaq will go into bear market territory and the S&P 500 will suffer a correction, according to Jeremy Siegel.
Monetary policy has driven U.S. stock prices to excessive valuations, according to Jeffrey Gundlach. But they remain cheap relative to bonds.
Bob Huebscher’s mother passed away on December 23, 2021.
As is our custom, we conclude the year by reflecting on the 10 most-read market and economic commentaries over the past 12 months.
Great articles don’t always get the readership they deserve. We’ve already posted the most-widely read articles for the past year. Here are another 10 that you might have missed, but I believe merit reading.
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months.
In this interview, Spencer Logan discusses Harbor Capital’s recent launch of an active transparent ETF that uses a scientific approach to fixed income investing.
Inflation will stay above 4% for 2022, according to Jeffrey Gundlach, which makes Treasury bonds at yields of 1.5% to 2% overvalued.