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It's Someone Else's Money
by Jeffrey Saut of Raymond James, 10/18/16

The analogy between the stock market and poker has always been irresistible. Interestingly, the stock market increasingly resembles a low-stakes recreational game among friends and less the sort of ‘there goes the ranch’ game favored by cutthroat professionals.

Weighing the Week Ahead: Has the Market Rotation Begun?
by Jeff Miller of NewArc Investments, Inc., 10/18/16

We have normal week for economic data, and a big week for earnings reports. The last Presidential debate will grab headlines. We have been monitoring these factors for weeks, but something new is showing up in the data.

On My Radar: Arnold Palmer — OMG What Was That?
by Steve Blumenthal of CMG Capital Management Group, 10/17/16

Arnold Palmer! Well done our wonderful friend, well done. And welcome home!

Outlook October 2016
by Team of CCR Wealth Management, 10/13/16

CCR Wealth Management’s Outlook communication seeks to update our clients on market conditions currently affecting or which may affect asset values and investment performance.

On My Radar: Equity Market Valuations & Probable Forward Returns
by Steve Blumenthal of CMG Capital Management Group, 10/10/16

Today, let’s take a look at the most recent market valuations. Hint and not a surprise: both stocks and bonds remain expensively priced. Value? Not today. Especially in the bond market.

We Believe Congress Is About to Give this Asset Class a Huge Promotion
by Frank Holmes of U.S. Global Investors, 10/6/16

It appears there’s no shortage of investor love for municipal bond funds.

Colombia’s Peace Won’t Come at Any Price
by Pablo Echavarria of Thornburg Investment Management, 10/6/16

Colombian voters narrowly defeated a government-sponsored peace accord with FARC insurgents, surprising pollsters and dashing President Juan Manuel Santos’ desire to end the five-decade conflict and cash in on a peace dividend.

Patience
by Jeffrey Saut of Raymond James, 10/5/16

One of the rarest traits on Wall Street is patience, yet patience is one of the biggest secrets of successful investing.

How to Confront HNW Prospects Who Choose Robos
by Dan Solin, 10/3/16

My coaching clients tell me they are losing wealthy clients to robo-advisors. They want advice on how to better articulate their value proposition.

On My Radar: Confidence Lost, Then Crisis
by Steve Blumenthal of CMG Capital Management Group, 10/3/16
Something just doesn’t feel right to me. In March 2008, Bear Stearns executives made a shocking discovery: They were nearly out of cash. They faced a barrage of withdrawals from worried clients. In a blink, confidence was lost. In what seemed like a blink, Bear was gone. They were the first casualty of the great financial crisis.

Weighing the Week Ahead: Time to Look Past the Gloom?
by Jeff Miller of NewArc Investments, Inc., 10/2/16
We have a huge week for economic data. The Fed is now on hold until after the election. The election can still go either way. It is easy to find something to worry about. That said, the fourth quarter is usually good for stocks.

The Price Investors Pay for High-Dividend Funds
by Larry Swedroe, 9/30/16
It has long been known that many investors have an irrational preference for cash dividends. New research shows that some mutual funds prey upon this preference by artificially inflating – or “juicing” – their reported dividend yield.

Mind the Gap: China’s Great Leap Forward in Life Insurance
by Charles Wilson of Thornburg Investment Management, 9/30/16
With China’s mortality protection shortfall projected to reach nearly $50 trillion by 2020, local regulators are being forced to “mind the gap.” Combined with a very low penetration rate, the industry is benefitting from several important tailwinds that should drive growth in the years ahead.

On My Radar: Morningstar ETF Conference – Best Ideas, Part II
by Steve Blumenthal of CMG Capital Management Group, 9/26/16
Last week, I shared some of my notes from the recent Morningstar ETF Conference. I received a number of positive responses. It really helps me to go back through my notes, reflect on what I wrote and summarize it in On My Radar.

Most DC Plans Have Fixed-Fee Recordkeeping Arrangements
by Rebecca Moore of PLANADVISER, 9/26/16
The asset-weighted average expense ratio for defined contribution (DC) retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC.

Groupthink in the Death Zone
by Cole Smead of Smead Capital Management, 9/22/16
The problem with the narrowness of the broad indexes is that investors have been willing to pay nose-bleed multiples on certain stocks today. This risk in equities reaches a certain level that we feel is comparable to the risk of climbing Everest above the 8,000-meter altitude. This height is referred to as the “Death Zone.”

Welcoming the New Addition to the S&P 500: Real Estate
by Frank Holmes of U.S. Global Investors, 9/21/16
In case you haven’t noticed, the S&P 500 Index is looking a little different these days. Once a subindustry of the financials sector, real estate now has its own zip code in the universe of blue chip stocks. It’s the first time since 1999 that such a change has been made to the S&P’s composition.

Flagging Demand Growth and Resilient Supply Delay Oil Market Rebalancing
by Charles Wilson, Charles Roth of Thornburg Investment Management, 9/21/16
Oil bulls, beware. Sharp declines in demand growth and stubborn increases in supply mean another deferral of the long-awaited equilibrium in oil market dynamics.

On My Radar: Best Ideas
by Steve Blumenthal of CMG Capital Management Group, 9/20/16
Last week, I promised I’d share some of my Morningstar conference notes. So let’s start there today. I hope that you find my notes helpful. I believe we investors should always be putting together a shopping list of best ideas so that we are in a position to act when the getting is good.

Newsletter - September 2016
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 9/20/16

Harold Evensky's quarterly letter to his readers.

Weighing the Week Ahead: Time for the Bond Correction?
by Jeff Miller of NewArc Investments, Inc., 9/20/16
The calendar has very little important data. The highlight is the FOMC announcement and press conference on Wednesday. Even though the Fed is not expected to change course, bonds have gotten much weaker, sending the ten-year note yield higher.

The One Statistic Every Bond Investor Should Know
by Ashish Shah, Scott DiMaggio of AllianceBernstein, 9/15/16
If you’re a passive fixed-income investor trying to make sense of last Friday’s sell-off, the one statistic you must check—and now—is the average duration of your portfolio.

5 Reasons Why Active Management Works
by Frank Holmes of U.S. Global Investors, 9/15/16
As we all know, exchange-traded funds (ETFs) have increasingly become the hot menu item, attracting a lot of money away from actively-managed funds such as mutual funds. But don’t discount active management just yet!

The Top Five Misperceptions that Harm Advisors
by Dan Solin, 9/12/16
If you want to increase your conversion rate, you need to change your perception of the process you use with prospective clients. Here’s my list of the top five most common misperceptions I’ve observed, in reverse order of importance.

Alternative Assets Have Impressed in 2016
by Walter Davis of Invesco, 9/12/16
It seems as if every day brings another article discussing how much difficulty hedge funds are experiencing — be it poor performance, redemptions or both. Despite the challenges at hedge funds, a number of strategies and funds in the alternatives space overall are performing well so far this year.

Gundlach: A “Big, Big Moment” for the Bond Market
by Robert Huebscher, 9/12/16
The bond market is “sniffing out” an unfriendly change in the direction of interest rates, according to Jeffrey Gundlach. Rates are going up, he said, and investors should position their portfolios defensively for a long-term secular rise in rates.

Alternatives … Compared To What?
by Craig L. Israelsen, PhD on behalf of Investment Management Consultants Association (IMCA), 9/9/16
The term “alternative investment” only makes sense in relation to some other type of investment—that is, a set of non-alternative core asset classes. The implication is that the non-alternative investments are more traditional or more generally accepted than the alternative investment.

Mark Twain Says Pile Out
by William Smead of Smead Capital Management, 9/8/16
We wrote recently about the huge valuation spread between the 100 most expensive stocks in the S&P 500 Index and the 100 cheapest stocks. All the academic studies we’ve seen show that cheap stocks outperform average and expensive securities despite the bright futures which the more expensive ones are assumed to have.

The Investment Policy Statement Tightrope
by Kevin Turner of Russell Investments, 9/8/16
A well-crafted investment policy statement can be an effective governance tool but is also becoming an increasingly charged topic given recent litigation.

On My Radar: Why? Because We Need the Eggs
by Steve Blumenthal of CMG Capital Management Group, 9/7/16
Woody Allen closes “Annie Hall” with a joke: This guy goes to a psychiatrist and says, ‘Doc, my brother’s crazy; he thinks he’s a chicken.’  And the doctor says, ‘Well, why don’t you turn him in?’  The guy says, ‘I would, but I need the eggs.’

What the New Real Estate Sector Means for Investors
by Melda Mergen of Columbia Threadneedle Investments, 9/7/16
Real estate just became the 11th Global Industry Classification Standard sector. The move validates real estate as a distinct asset class and may prompt investors to rethink their equity allocation decisions going forward.

A Value Fund with an Outstanding 10-Year Track Record
by Robert Huebscher, 9/6/16
Over the last 10 years, the Intrepid Capital Fund (ICMBX) has returned 7.59%, which is 172 basis points ahead of its benchmark and 221 basis points ahead of its Morningstar peer-group average, placing it in the top 3rd percentile of that peer group. It has also outperformed the S&P 500 and Russell 2000 over that time period. I spoke to Mark Travis, its manager, on August 30.

Does Wall Street Rip Off Your Clients?
by Michael Edesess, 9/6/16
Wall Street traders are a nasty lot, out to beat you at a zero-sum game. Seth Klarman, founder and president of the Baupost Group, who should know, has said, “I know Wall Street will always try to rip our eyeballs out.” Now, a new book confirms that view from close quarters. How, then, do investors avoid being these traders’ victims?

Apple Gets a Shakedown from the EU. Is Ireland Next to Bail?
by Frank Holmes of U.S. Global Investors, 9/3/16
“Total political crap.” That’s how Apple CEO Tim Cook described the European Commission’s ruling that the iPhone maker must pay 13 billion euros ($14.5 billion), plus interest, in back taxes to Ireland, its longtime European host. Meanwhile, the island-nation is being accused of giving Apple an “illegal” sweetheart deal in exchange for jobs.

Get Ready for the End of the Summer Slumber
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop of Charles Schwab, 9/3/16
Volatility is likely to pick up and investors should consider using volatility to tactically rebalance around longer-term strategic allocations. We believe a near-term pullback is possible but that the longer-term bull market is intact. Individual investors are showing signs of returning to the stock market and investor behavior analysis suggests that may continue to aid a continued upward trend.

A Deeper Look at the Rise in Libor
by Anthony Valeri of LPL Financial, 9/1/16
Libor has been on the rise in recent weeks and for many borrowers, the increase is almost equivalent to a Federal Reserve (Fed) rate hike.

Are the Returns of Jeremy Siegel’s “Superstar” Funds Likely to Persist?
by Larry Swedroe, 8/30/16
If historical returns provide useful insights when it comes to identifying skillful active managers, then surely those funds with the longest track records of success are most likely to be the “winners” of the future. I tested this hypothesis using data from Jeremy Siegel’s Stocks for the Long Run.

Real Estate Breaks New Ground
by Wilson Magee of Franklin Templeton Investments, 8/30/16
The promotion of the real estate sector in headline Global Industry Classification Standard sectors for top indexes reflects investors’ long-standing acceptance of liquid real estate as an asset class and their awareness of its appealing characteristics.

On My Radar: The Little Engine That Could
by Steve Blumenthal of CMG Capital Management Group, 8/29/16
In the tale, a long train must be pulled over a high mountain. Larger engines, asked to pull the train, for various reasons refused. A request is sent to a small engine, who agrees to try. The engine succeeds in pulling the train over the mountain while repeating its motto: "I think I can."

Picks and Shovels: The Changing Tools of Investment Research
by David Robertson of Arete Asset Management, 8/26/16
The landscape for investment research has changed a great deal over the last twenty years. In many ways, these changes portend a great deal of opportunity to improve investment outcomes.

DOL’s Fiduciary Rule Poses New Litigation Threat to IRA Advice
by Shelby George of Manning & Napier, 8/25/16
401(k) lawsuits have been a large topic of conversation in the retirement planning space, however the conversation is starting to take a different shape with the DOL’s Fiduciary Rule.

The Importance of Structural Reform
by Pablo Echavarria of Thornburg Investment Management, 8/24/16
India’s tax reform could create a nice tailwind for the country’s economy, companies and investors for years to come.

The Virtues of Bond Laddering
by Larry Swedroe, 8/23/16
Bond ladders are frequently criticized in the financial media and even among some professional advisors (who are often able to use only bond mutual funds or ETFs). But there are many advantages of owning them.

Evermore Global Advisors: Alpha through Corporate Catalysts
by Robert Huebscher, 8/23/16
The Evermore Global Value Fund (EVGIX) has a five-year annualized return of 8.14%, versus 4.62% for its benchmark, the MSCI All Country World ex-US index (ACWI ex-US). I spoke with David Marcus, the founder of the firm, on August 12.

A Fictitious Letter to Benjamin Graham, ERPs, Dudley Do-Right, Obamacare, & GaveKal
by Jeffrey Saut of Raymond James, 8/23/16
Dear Ben, I recently read an article that suggested a lower earnings yield may explain why the stock market can continue to go up even though the economy and the S&P 500’s earnings remain sluggish. Moreover, how would you explain the Equity Risk Premium to an investor without a finance degree?

College Savings Savvy: 529s Versus Roth IRAs
by Tom Rowley of Invesco, 8/22/16
In-state or out-of-state school? Public or private? Small or large? Long before families grapple with such college-related decisions, parents — and often grandparents — confront an important choice that could largely determine these later ones: how to save for college. And the earlier you decide the how, the better, because ABCs turn into SATs faster than you think.

On My Radar: “In the Realm of Economics, No Government Can Play God.”
by Steve Blumenthal of CMG Capital Management Group, 8/22/16
I came across today’s intro quote during the week while sitting in my beach chair facing the Atlantic Ocean. The title seems apropos to the world we find ourselves living in today.

The Calm Before the….
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop of Charles Schwab, 8/19/16
The summer lull shouldn’t allow complacency to set in. We expect the U.S. bull market to continue, but risks remain and volatility is likely to pick up. But with a solid U.S. consumer, and modestly improving economic and earnings growth, we think the general equity trend will be higher. Although EM stocks have had solid summer gains, we caution investors against chasing returns and to rebalance as needed.

LIBOR: Checkered Past, Pressured Present
by Carl Tannenbaum of Northern Trust, 8/19/16
The London Interbank Offering Rate sounds like something the financial gentry might discuss in a back room at the Oxford and Cambridge Club.

Thornburg Strategic Income Fund Second Quarter 2016 Commentary
by Team of Thornburg Investment Management, 8/18/16
With the recent passing of the U.K.'s "Brexit" referendum to leave the European Union, markets and investors were reminded that seemingly unlikely events can, do, and certainly will continue to occur.
Results 2,151–2,200 of 3,332 found.