Beware of Data Mining: Market Lessons From the Election
If a gold mine is a hole in the ground with a liar standing on top of it, a successful data miner is a quant with a data set lying to himself.
3 Topics for Year-End Client Talks — Searching for Alpha for December 2016
With the Fed expected to raise rates, you may want to speak to clients on the makeup of their portfolios.
Financial Services Explained, Pt. 3: The Levels of Independent Advice
In this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
How the Best Advisors Are Like Olympic Athletes
The next generation of advisors is talented, adaptable and looking for guidance from the industry’s pioneers.
In DOL/Post-DOL Fiduciary World, RIAs Need to Re-Differentiate
How RIAs should respond to what's likely to be a new wave of deregulation.
Your 2017 Incentive Plans: Be Careful What You Pay Staff to Do
One takeaway: Incentives based on individual competition do not motivate employees to work together, nor toward the good of the firm.
New Social Security Rules: How to Maximize Benefits
While many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
Index Funds, Quants and Hedging: John Bogle Speaks
Bogle discussed some of the more abstruse critiques of index investing with Bloomberg.
Decay and Investing: When Time Keeps On Slippin’ Into the Future
A good understanding of the concept of “decay” is instrumental in managing certain investments (with apologies to Steve Miller and a nod to “Trading Places”).
Welcome to Silly Season, aka Market Prediction Time
Taking a consistent, disciplined approach to investing will benefit you and your clients much more than following the “top picks” of the market prognosticators.