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

Most Recent Articles

How to Choose the Best Retirement Income Strategy by Joe Tomlinson

In the competition among retirement-planning methodologies, systematic withdrawals have been winning the battle against the essential-discretionary approach. But given today's low interest rates, the essential-discretionary approach may work better for many clients, especially if SPIAs are used.

Most Recent Commentaries

Looking for Attractive Income with Less Volatility than Equities? by Michael Weilheimer, Steve Concannon, Will Reardon of Eaton Vance

High-yield bonds offer investors the potential to earn total returns comparable with equities without the level of volatility stocks have. While many income investors are naturally concerned about the prospects of higher interest rates, high-yield bonds have a set of characteristics that may enable them to maintain their value even as rates rise.

What Are Gold Option Markets Telling Us? by Ade Odunsi of AdvisorShares

It is often a valuable exercise for investors to monitor the option market associated with the cash market as option markets may carry useful information about how the balance of supply and demand in the cash market is evolving over time. In this week’s note we review the history since January 2006 from when we have available data, of the market’s relative preference to own gold calls (seeking to profit from rising gold prices) versus owning gold puts (seeking to profit from falling gold prices) and how this has related to the price action in the gold cash market.

The Outlook for Emerging Market Bonds by Shane Shepherd of Research Affiliates

Emerging market bonds exhibit high real yields and improving credit quality. In addition, emerging market currencies are likely to strengthen. This article explains why emerging market bonds issued in local currencies might be a solid addition to a diversified portfolio.

The Hangover by Scott Minerd of Guggenheim Partners

The Fed’s not taking the punch bowl from the party, but investors should be wary of the hangover.

Maintaining A Constant Standard Of Living Is Very Difficult by Team of Optimus Advisory Group

Ever wonder why rises in the Consumer Price Index ("CPI") seem low compared to your own personal experiences? Or why social security annual cost of living increases seem to get smaller and smaller? Or why inflation-adjusted pensions can't seem to keep up with general price increases? Or why the American worker gets such meager annual raises (if at all) that they seem to fall further behind year after year?

Yellen: Where No Man Has Gone Before by Peter Schiff of Euro Pacific Capital

Although Fed Chairwoman Janet Yellen said nothing new in her carefully manicured semi-annual testimony to Congress last week, her performance there, taken within the context of a lengthy profile in the New Yorker (that came to press at around the same time), should confirm that she is very different from any of her predecessors in the job. Put simply, she is likely the most dovish and politically leftist Fed Chair in the Central Bank's history.

Market Valuations and the Theory of Relativity by Zachary Karabell of Envestnet

Depending on what metric you use to assess the stock market, equities could be cheap, expensive, or anywhere in between. Try not to be swayed by simplistic arguments based on selective analysis of historical valuations, patterns or averages. Advisors and investors should keep in mind that with so few opportunities today to find yield and appreciation, if long-term gains are to be had, stocks are where such gains are likely to be found.

Small Caps in Focus Following Fed Comments by Jeremy Schwartz of WisdomTree

In conjunction with Janet Yellen’s testimony before Congress on July 15, the Federal Reserve produced a “Monetary PolicyReport1” that provides an update on monetary policy, economic conditions and financial markets.

Why Market-Timers Go Nuts by Stephen Huxley, Brent Burns

How do you drive a market-timer nuts? Remind them of the evidence against them. That is, the evidence of shifting and even reversing correlations between stock and bond returns that make it improbable - if not impossible - to use market timing to make profitable investment decisions.

Time to Rethink How You Deal with Top Clients by Dan Richards

Airlines like American, Delta and United are unlikely role models for customer service. Yet there is one area in which these airlines excel and from which advisors can learn: how they treat their very best customers.

The Secret Weapon for Gathering AUM by Daniel Solin

Getting a prospect to agree to a meeting takes an enormous amount of time, effort and money. I estimate that at least half of those efforts fail. Research shows that a small change to the way you handle prospect and client meetings could greatly improve those results.

APViewpoint Reaches Critical Milestones by Justin Kermond

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.

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.

Jumping into the Fray with Divorcing Clients by Beverly Flaxington

When is it appropriate to recuse ourselves from a nasty divorce situation between existing clients? We are in a losing place if we take sides, and I do not prefer one member of the couple over the other. I enjoy both and what they are doing to each other - and to their investment portfolio - is atrocious.

Two Top Experts Debate the Outlook for Growth by Laurence Siegel

Growth may slow, as Robert Gordon contends, at least when measured by GDP - if only because population growth is slowing. But that is not a foregone conclusion. And even if it were to happen, it doesn't mean that global standards of living would face a similar deceleration. Moreover, GDP doesn't fully capture the improvements in the standard of living that come with advanced technology.


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