Advisor Perspectives
Advisor Perspectives
Insights into the world of high- and ultra-high net worth investing
January 8, 2008- Vol 2, Issue 2
 
 
 
 
 
 
 
Quick Links
Become a Subscriber (Free)


John Bogle, the founder and former Chairman of Vanguard Securities, responds to a reader inquiry about fixed income indexing and provides us with his forecast for the financial markets for 2008.  Mr. Bogle's forecast was part of a talk he recently gave entitled "Black Mondays and Black Swans," on the occasion of the 20th anniversary of the 1987 "Black Monday" market crash.  We also provide the complete text of his talk, which addresses the nature of risk and uncertainty and the role of financial services in our economy.  This is not an 'easy read,' but we believe that Mr. Bogle's provides an insightful commentary on the way our capitalist economy has evolved.

Our writer, Susan Weiner, looks at two ways in which advisors are investing in hedge funds.  She speaks with RINET Company and The Colony Group, two Boston-based RIAs, who use very different approaches when selecting and implementing hedge fund investments for their clients.

Karla Paxton provides the latest installment in her series on "Freedom through Independence" for RIAs,showing how to implement a paperless office.

Lastly, Northfield Information Services, a leading wealth management research firm, is hosting a seminar on High Net Worth Investing and a limited number of spaces are available.

If you are experiencing problems opening or navigating through our newsletters, we can send you a text-only version.  Please send an email to feedback@advisorperspectives.com requesting the "text-only" version.

If you have received this newsletter in error, or you do not wish to receive future newsletters, please use the "Safe Unsubscribe" button at the bottom of this email.
John Bogle on Fixed Income Indexing and his Forecast for 2008

John Bogle takes on a reader inquiry on fixed income indexing, and then provides us with his broader forecast for 2008.  He is very cautious about the coming year, and cites concerns ranging from wealth distribution to corporate leadership to excessive speculation.  His forecast is part of a larger talk, and the complete text of this talk is reprinted in the next article.

Read the article
Black Monday and Black Swans

Marking the 20th anniversary of the Black Monday market crash of 1987, John Bogle delivered a talk to the Risk Management Association in Naples, FL.  We provide the complete text of his talk, which is a historical perspective on the role of risk and uncertainty in our markets, and what the future holds for the role of financial services.

Read the article

Hedge Funds in High Net Worth Portfolios

We look at two $1+Bn advisory firms and their strategies for hedge fund investing.  RINET Company relies primarily on funds of funds and the Colony Group has implemented a innovative model by becoming the general partner of their own hedge fund.  We contrast these two approaches and the implications for advisors considering hedge funds for their clients.

Read the article

Freedom through Independence: Going Paperless

Karla Paxton looks at taking your office 'paperless' and shows how advisors can streamline their operations by scanning documents.   Whether you have an existing practice or are creating a new one, eliminating paper can save money and improve client service.

Read the article

Sponsored Content: Seminar on High Net Worth Investing
 
Northfield Information Services is hosting a one and a half day seminar in Naples, FL on January 24-25, focused on the best practices for managing the assets of high net worth clients.  Northfield is an industry leader in tax optimization, rebalancing, and quantitative research for HNW/UHNW wealth managers.  Space is limited.

View Program Agenda
Advisor Market Commentaries

We are introducing a new feature that will be a compendium of year end market commentaries from RIAs.  We discuss this project and how you can participate.

Read the article
Advertise in Advisor Perspectives
 
Our newsletter goes to over 40,000 RIAs, wealth managers, and financial advisors.  See how you can deliver your message to our sophisticated audience.

Read more
Advisor Perspectives
Box 380
Lexington, MA 02420

(781) 376-0050