Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay The division between active and passive strategies has devolved into a two-legged stool. A stronger investment environment needs a clear third option: the enhanced passive [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etcThe following is excerpted from Merger Masters: Tales of Arbitrage by Kate Welling and Mario Gabelli Copyright © 2018 Kate Welling and Mario Gabelli. Used by arrangement [...]
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 Among advisors, 4% is the magic number for retirement planning. We are told that the only way to achieve this return is to allocate a [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q1 hedge fund letters, conference, scoops etc Pexels / Pixabay This article originally appeared in ETF.COM here. Investors would do well to learn from deer hunters and fishermen who know the importance of “being there” and [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Rilsonav / Pixabay Recently, much has been written about the corporate debt market and how it has grown since the financial crisis. While consumer debt has declined markedly [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q4 hedge fund letters, conference, scoops etc RyanMcGuire / Pixabay “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay The brokerage and insurance industry are lobbying to prevent states, like Maryland, from adopting a fiduciary standard. Those efforts, however, have exposed a series of [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay “Advertisers preferred the paper with the most circulation, and readers tended to want the paper with the most ads and news pages. This circularity led [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay You can listen to this article here. This article is part three of a three-part series. Read part 1 and part 2. Investors are prone to two [...]
Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dear Bev, Are huge [...]
Suppose you are retired, or soon-to-be retired, and you have no reason to leave a bequest. You have no offspring, or they are financially independent – or you want them to be – and you have no charities to which you wish to leave money. You just want to [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay This is part two of a three-part series. You can read part one here. You can listen to this article here. Investors are prone to two opposing [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. You can listen to this article here. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay The stock market is not your friend. You want to approach it the same way the American president should [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Schwerdhoefer / Pixabay People lie all the time. They do it to get control. You can’t stop someone from lying, but you can improve your awareness so that [...]
In this December 2018 article, I called attention to the challenges of aiming for a savings target at retirement while taking stock market risk. The prevalent approach of saving a fixed percentage of income every year can miss the retirement target by a wide margin, but adjusting annual savings [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay This article originally appeared on ETF.COM here. Research demonstrates that the investment factor has explanatory power for the cross section of stock returns, with high-investment firms [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay “The change in the price index for new cars from 1967 to 1994 would have been 80 percent greater if no adjustments had been made [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay In theory, there is no difference between theory and practice. But, in practice, there is. - Jan L. A. van de Snepscheut (1953 – 1994) [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay You can also listen to the article here. Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the [...]
Want to build a diversified, tax-efficient, and low-cost income fund for your clients? Here’s a surprising way to do that with a broad-based index fund like the S&P 500. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay According to S&P Dow Jones Indices, the S&P 500 had a 4.75% yield [...]
In times of volatility, managed-risk strategies have become very popular. Institutions have been using these strategies for a long time, and thanks to the ETF vehicle they are now accessible to financial advisors and end investors. Irma Bribiesca, who is the director of ETF strategy and product management for [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Alexas_Fotos / Pixabay Every advisor I know (including me when I was in the business) has one “problem client” with whom you don’t see eye to eye over [...]
