"a cranky contrarian" is how the chief economist for LPL Financial describes himself. His "mantra these days is 'worry about your winners,'" those asset classes "that have had great runs over the past few years," including many commodities, gold, and energy. "Over all, the market is in pretty good shape right now," Anderson suggests, citing the "high quality of corporate earnings" stemming from strict cost controls. He believes Fed chief Ben Bernanke's done "a great job on monetary policy," and that the budget deficit will continue to decrease, resulting in even a Democratic president finding it "hard to make an argument" for a tax increase. Finally, Anderson pooh-poohs the import of the subprime mess: "It's not a macroeconmic event."
LPL's white paper, Success Without Limits, will help you understand the various options and considerations for choosing the right partner.
Look behind the curtain and see how our fixed-income experts determine which municipals offer the greatest potential. With this proven approach to effective muni selection,...
Our research shows that two screens have helped achieve better outcomes - low expenses and high manager ownership. Funds sharing these two characteristics have tended...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...