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? [...]
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, [...]
Although polls show Joe Biden leading his nearest competitor by more than 15 percentage points, Jeffrey Gundlach says he will not be the Democratic nominee for the 2020 presidential election. Q1 hedge fund letters, conference, scoops etc Gundlach is the founder and chief investment officer of Los Angeles-based DoubleLine Capital. He [...]
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 [...]
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 [...]
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 [...]
Vehement opposition to nuclear energy has been a core tribal marker for 40 years, despite the consensus among scientists that it must be part of the solution to climate change. But that could be on the verge of a change. The asset management industry could play an important role [...]
Back in January, I wrote that I was short the US Dollar against a basket of currencies. The basic logic was that we were witnessing all sorts of bullish US Dollar events, yet the dollar was acting tired. I know, it’s not the most intellectually pure reason to take [...]
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 [...]
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 [...]
The only retirement contract that both insures against longevity risk and hedges against inflation is a life annuity that is linked to the consumer price index (CPI). It is denominated in the same units of account as Social Security benefits. We call it a “real annuity,” although it is [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
A collapse in the corporate bond market could rival the sub-prime debacle a decade ago, according to Jeffrey Gundlach. Q1 hedge fund letters, conference, scoops etc Corporate bonds are not as overvalued as sub-prime mortgage debt was prior to the financial crisis, according to Gundlach. But because the corporate market is [...]
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. [...]
