ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

Most Recent Articles

Larry Summers' Sleepless Nights by Michael Edesess

Former Treasury Secretary Larry Summers has said that a new book, House of Debt, is "likely to be the most important economics book of 2014." It's authors argued that the causes of the Great Recession have been misdiagnosed and, therefore, the solutions - many of which were designed by Summers - were inadequate.

Most Recent Commentaries

Trains and Boats and Planes? by Jeffrey Saut of Raymond James

hose of you who know me know that I have had a love affair with boats ever since I was a kid. In my youth it was speedboats on various lakes in Michigan. In my teens, and into my forties, it was sailboats combined with an occasional trawler. In later life, however, it has been strictly powerboats.

Should Be an Eventful Week by Scott Brown of Raymond James

The economic calendar is packed with important items this week. Oddly, Wednesday afternoon’s policy announcement from the Federal Open Market Committee may be the least interesting. One shouldn’t put too much weight on the advance GDP estimate, as the figures will be revised, but the initial estimate, along with annual benchmark revisions, should have important implications for the outlook for growth in the second half of the year.

Investor Fatigue Setting In? by Russ Koesterich of BlackRock

Despite a generally positive tone to earnings season, investors may be finally showing signs of fatigue, as seen by aggressive selling of risky assets, namely high yield and U.S. equities. Russ K explains the implications.

Treasury Bond Yields Still Catching Bid in Line with Slowing QE by Team of GaveKal Capital

Last week we wrote that the bond market is following perfectly the reduction of QE with new 1-year lows and with today's bond moves that trend is still firmly in place. In what may seem counter intuitive, treasury bond yields have had a high positive correlation with the rate of Federal Reserve asset purchases. When the rate of Fed asset purchases rises, bond yields rise, and vice versa. If one thinks of Fed asset purchases as stimulative to growth and inflation expectations (the two components that make up risk-free bond yields) then this positive relationship makes sense.

Goodnight Vietnam? by William Gross of PIMCO

It was a matter of happenstance I suppose – certainly not serendipity. Our meeting may have been an inevitable coming together, but it was certainly not initially welcomed by me. Happenstance is the better word. Fateful happenstance.

High Stock Dividends: A Competitive Retirement Income Solution by C. Thomas Howard of AdvisorShares

Sufficient yield, keeping up with inflation, and outliving the funds available are three major concerns facing investors who are building a retirement portfolio. A high dividend yield equity portfolio can provide a competitive approach to addressing each of these concerns.

Fed's Janet Yellen To Continue Punishing Savers by Gary Halbert of Halbert Wealth Management

New revelations have suggested that our new Fed Chair, Janet Yellen, may be the most liberal person to ever hold the highest monetary office in the world. This news comes after a recent extended interview Ms. Yellen did with The New Yorker Magazine and her testimony before Congress earlier this month.

The Outlook for MLPs and Midstream Energy Infrastructure Continues to Look Bright by David Chiaro of Eagle Global Advisors

The quarter saw a number of positive developments that underpin our long term positive outlook on MLPs. Firstly, the need for new midstream infrastructure remains significant, and a number of announcements of large new projects highlighted that this need is not abating. Also, a significant new development in the quarter was the emergence of new export markets for ethane and condensate which will entail associated infrastructure development and other possible profit opportunities for MLPs.

How Much Tilt? What Kind of Tilt? by William Bernstein

The first question is whether tilting towards small and value stocks still carries a premium.

20 Predictions for 2039 by Dan Richards

The shifts in the next 25 years will be just as substantial as those in the previous 25 years, and the most successful advisors will be those who are able to anticipate and adapt to these changes. Here are 20 predictions for what the financial-advising business will look like in 2039.

How to Solve the Referral Conundrum by Daniel Solin

There is a considerable amount of sound data on how to acquire referrals. But the initial issue you must address is whether you should ask for them at all.

The Great War, the NYSE and a Legacy of Strength by Andrew D. Martin

A century ago this week the NYSE closed for four months. Most would dismiss this as a natural response to the beginning of World War I. But no war before or after has shuttered the exchange for more than 10 days in its 222-year history. I will discuss why it was necessary to close the exchange and what lessons we can draw from the events of 100 years ago.

Ten Habits of Successful Advisors by Jennifer Geoghegan

What are the tactical habits you can introduce to make business development a larger part of your new routine? Here are 10 habits that I have seen some leading advisors adopt as behaviors that have helped them consistently grow their practices.

What Makes a Compelling Marketing Hook? by Beverly Flaxington

How do we improve our image in the market? We are not well known for what we do, although we believe we do it better than the competitors. We talk about being fiduciaries and having an objective voice, but I don't know if our message is powerful enough. What else could we do?

Career Center by Various

Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.


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