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

Expanding the Opportunity Set for Income Generation by Heather Rupp of AdvisorShares

High Yield investors should understand the difference between an index-based product and its yield generation characteristics and portfolio composition based on the underlying index, versus some of the expanded opportunities available to active managers. For instance in the high yield bond and bank loan space, we see index-based, passive products that are largely high yield bonds or largely floating rate bank loans, not a blend of each.

Calling the Fed’s Bluff by Anthon Valeri of LPL Financial

Futures continue to indicate the bond market believes the Fed does not have an ace up its sleeve and that ultimately they will not raise rates as high as they project. A host of top-tier economic data may influence bonds more this week given the absence of new forecasts and a press conference following this week’s Fed meeting.

Are You Concerned about Small-Cap Valuations? by Tripp Zimmerman of WisdomTree

Stocks often move more than is justified by changes in their underlying fundamentals, and as a result, investors run the risk of paying too much for stocks that have become more expensive relative to their fundamentals.

Bond Investing in a Rising Rate Environment: How to Widen Your Options by Gareth Isaac of Schroder Investment Management

Bond valuations now look stretched in a number of areas of the market. However, the global economy now has far fewer headwinds to contend with. One way bond investors can reduce this risk - or even prosper from a rate rise - is via unconstrained bond funds.

Principled Populism? by Paul McCulley of PIMCO

In the years before retiring from PIMCO in 2010, I often interviewed candidates for professional positions here, usually at the end of the process, after they had been thoroughly vetted through several rounds of interviews. My task was not so much to test candidates’ qualifications as to “take their measure” – and for them to take mine!

Normalize to What? by Scott Minerd of Guggenheim Partners

Despite a disconcerting, growing consensus among investors, the likelihood of a sudden increase in U.S. interest rates is fairly remote for now.

The Chinese Wall of Worry: Uncertainty Rhymes with Opportunity by Francois Sicart of Tocqueville Asset Management

In his latest piece, Francois Sicart, Founder and Chairman of Tocqueville Asset Management, looks at the over-valued global market environment and points out that "While we wait for the day of reckoning…we should not be oblivious to potential opportunities, wherever they may exist. China may be a case in point." Digging deeper, Sicart looks at the negative media perception of China and believes "Many of the problems invoked in the headlines are real. But they are neither new nor, I believe on investigation, as catastrophic as implied."

The Sino-American Trust Deficit by Stephen Roach of Project Syndicate

The recently concluded Strategic and Economic Dialogue between the US and China was a major disappointment. Most significant, it failed to address an increasingly corrosive trust deficit that poses the most serious threat to Sino-American relations in 25 years.

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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