If You’re In Business, You’re In Sales – Get Over It

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc PublicDomainPictures / Pixabay Nothing happens until a sale is made.” Thomas Watson Sr., founder of IBM What words come to mind when you think of a salesperson: Schmoozer? Shyster? [...]

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Which Annuities Offer The Best Inflation Protection?

Recent articles in Advisor Perspectives by David Blanchett and by Zvi Bodie and Dirk Cotton have dealt with single-premium immediate annuities (SPIAs) used to generate lifetime income in retirement. The focus of those articles was the pricing and the risks of going without inflation protection. In addition to SPIAs, [...]

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Looking Past The Headlines

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q1 hedge fund letters, conference, scoops etc We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility. It is [...]

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Are Index Funds Destroying Market Efficiency?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc Tumisu / Pixabay This article originally appeared on ETF.COM here. Over the past few decades, there has been a substantial shift from active to passive investment strategies. This shift [...]

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Leveraged Loans – The New Subprime Mortgages?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc paulbr75 / Pixabay We see financial crises coming, like approaching storms. We see the clouds, but we may fail to properly judge the severity they forebode. Such is [...]

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A Great New Book On Behavioral Investing

I recently provided a baker’s dozen list of my favorite books on behavioral finance. Having just finished reading Daniel Crosby’s The Behavioral Investor (available from the Amazon link on this page), my list of favorites has now expanded to 14. Q1 hedge fund letters, conference, scoops etc Tumisu / Pixabay Behavioral finance [...]

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How To Market To Faith-Based Investors

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q1 hedge fund letters, conference, scoops etc StockSnap / Pixabay Click here to watch a video and learn more about Evidence Based Advisor Marketing. Writing content for faith-based advisors is both challenging and rewarding. Here are [...]

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Warren Phillips, Fiduciary Evangelist

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay The Wall Street Journal remembered Warren Phillips, who retired as chairman of the Dow Jones Corporation in 1991 and passed away on May 10 at [...]

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Three Lessons From 20 Years Of Serving RIAs

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc RitaE / Pixabay Q1 hedge fund letters, conference, scoops etc I recently caught up with an old colleague, Jim Combs. We met 20 years ago when I was running [...]

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In Fed We Trust, Part 1

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc NikolayFrolochkin / Pixabay The purpose of the article is to define money and currency and discuss their differences and risks. It is with this knowledge that we can [...]

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Four Ways Behavioral Finance Made A Difference For My Clients

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay It’s a challenging era for wealth management. Many see us as a commodity, and artificial intelligence is on its way to do much of our [...]

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Inflation-Linked SPIAs Are A Bad Deal

I recently traded emails with someone who is provably smarter than me. He was very interested in buying a single-premium immediate annuity (SPIA) with payments linked to inflation, which is also called a real annuity. In the finance literature, real annuities are often depicted as the perfect product/investment for [...]

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The Use And Misuse Of The CAPE Ratio

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This article originally appeared on ETF.COM here. Q1 hedge fund letters, conference, scoops etc The Shiller cyclically adjusted (for inflation) price-to-earnings ratio – referred to as the CAPE 10 because it averages the last 10 [...]

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A Better Model For ETF Product Development

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc There is simply no proof that outcomes have improved, or that risks have diminished from the proliferation of new ETF products. Instead, this has been little more [...]

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The Great, Unanswered Retirement Question

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc RitaE / Pixabay You’re a financial adviser, not a retirement lifestyle coach. People seek your expertise to solve their financial challenges. You routinely provide valuable retirement planning advice [...]

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How To Profit From The Seasonal Effect In Equities

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc jplenio / Pixabay The seasonal effect, namely that equities do better from November through April, is well-known. This article provides a rigorous statistical test of the effect and [...]

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Amazon’s Threat To The Insurance Business

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc kirstyfields / Pixabay Aside from not being able to sell whole-life insurance with a straight face, the volume of manual paperwork killed my days as an insurance agent. [...]

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