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 If you are looking for an applied framework for tackling the topic of financial planning, you should read Your Complete Guide to a Successful and [...]
Populism, income inequality and trade wars don’t make it to the top of Robert Shiller's list of his biggest fears. That spot is reserved for the possibility of a nuclear arms race. Q4 hedge fund letters, conference, scoops etcShiller delivered a keynote address titled “The Bubble Discussion” on February 12 [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc kalhh / Pixabay As the following research shows, state and local pension funds invest more than $2 trillion on behalf of beneficiaries. The stock market crash of 2008, [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Pixapopz / Pixabay “Any number projected five years into the future is 100% unreliable.” That’s the polite version. Other versions of the “5-100” rule say, “Any number projected [...]
The market for fixed-indexed annuities (FIAs) – previously known as equity-indexed annuities – is growing rapidly, with sales of more than $60 billion annually. We did a careful analysis of two products that are available on the market. Our conclusion is that these products are not a bad choice [...]
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 Financial wellness is a hot topic – talked about a lot, but rarely implemented successfully. But financial wellness is critical. In a recent Aon Hewitt study [...]
We’ve collected the following tributes to Jack Bogle from among the authors who contribute to Advisor Perspectives and other prominent individuals in the investment industry. Q4 hedge fund letters, conference, scoops etcRob Arnott, chairman, Research Affiliates, Newport Beach, CA Has anyone in the past century disrupted the world of investing (and [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Click here to watch a video and learn more about Evidence Based Advisor Marketing. Q4 hedge fund letters, conference, scoops etc Meditations / Pixabay Here’s a communication I wish all advisors would send to their clients: Dear [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q4 hedge fund letters, conference, scoops etc The business cycle has progressed to the point where the front end will outperform the long end of the yield curve. In the last three recession eras (cycles [...]
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 Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Meditations / Pixabay Dear readers, A recent [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc Modern retirement theory assumes that all assets on an individual’s retirement sheet1 (financial capital, social contract, human capital) should be used for their definitional highest and best [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay To the editor: On behalf of the Investment Adviser Association, we always appreciate Advisor Perspectives’ content, but we were disappointed by Dan Solin’s views in his [...]
Expect a recession in the next 18 months, said Albert Edwards. Bond yields will converge with those in Germany and will go negative. The economy will be in deflation – or at least face a significant deflationary “scare.” Those factors, he said, will create a terrific opportunity for fixed-income [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay The brilliance of Regulation Best Interest (RBI) is how it sidesteps the 1940 Advisers Act to marginalize fiduciary duties for retail investors. It proclaims a [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay RIAs have entered a time of favorable growth – and they’re embracing the highs that come with it. According to Echelon Partners, the merger and acquisitions [...]
Interest in factors is on the rise. Since the launch of our factor products, Head of Quantitative Equity Product Management Matt Jiannino and Senior Product Manager Frank Chism have been fielding advisors' questions on leveraging factor exposures, especially liquidity. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay What the pair [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This article originally appeared in ETF.COM here. Q3 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot Investing is not a science, at least in the sense of a natural or physical science such [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This article originally appeared in ETF.COM here. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often [...]
Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must recon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social [...]
The “bucket approach” to retirement planning has been routinely adopted by financial planners, ever since it was popularized by Harold Evensky. Clients keep several years of assets in safe, liquid investments, while investing the rest of their portfolio more aggressively. But new research shows that this approach actually destroys [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etcAs investors and their advisors plan for the New Year, keeping an eye on how the municipal bond calendar will influence new issues and investing opportunities is [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc The Tax Cuts and Jobs Act of 2017 created a new tax-preferred opportunity that seeks to reinvigorate certain depressed communities while providing tax incentives to investors. According to [...]
Congrats! We have a limited time offer for loyal readers like yourself.
Sign up today and get three months free if you select yearly subscription
Use coupon code 3monthsfreeconfidential at checkout
Limited time offer only expires 3/31/2019 or next 30 subscribers whichever comes first – please do not share this discount with others