Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
No Liquidity for You (or Your Clients): Tactical Allocation Funds
Remembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
With Likely Fed Rise Delay, Where to Invest Now
Equities may be the only game in town, but measured by Warren Buffett’s favorite valuation indicator, stocks are overvalued. Here's where I see value.
How Long Is Long-Term Investing, Anyway?
Value-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
To tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend
Most articles written on active management vs. passive indexing rarely provide precise “apples to apples” comparisons, much less an all-institutional dialogue about true data.
On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.
Greece's Firebrand Finance Minister Deserves to Be Heard
Vanis Varoufakis was a breath of fresh air in this protracted and exhausting Greek economic drama, which involves alarming human costs.
Summer’s Coming: When Trends and Fundamentals Disagree — Searching for Alpha for May 2015
Do current fundamentals support last month’s equity pullback, or is this is a case where market action and fundamentals simply disagree?