Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Currency Wars Have a Nuclear Option
There is a big difference between countries that use domestic tools for domestic purposes and those that target currencies to gain an unfair trade advantage.
Bank of America Mixed Serious Banking and Fun Swaps
There is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
Are Actively Managed ETFs Really the Next Big Thing?
There are some benefits, yes, but also some drawbacks that mitigate the cost and tax benefits of traditional ETFs.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Ready, Hike! (but Fed Won’t Raise Rates Too Soon)—Searching for Alpha for February 2015
While the Federal Reserve may not raise rates until late 2015 at the earliest, rates will rise. So where to invest now?
Questions to Ask When Building or Structuring Your Team: Part 1
To get the biggest impact from your human capital investment, first ask yourself these questions on how to structure your team.
Housing Market May Never Recover
Despite government aid, rock-bottom interest rates and enthusiastic overseas buyers, housing may never spring back to its pre-recession levels.
2 ETF Plays to Ride the Euro-Coaster
As advisors, it's up to us to act when opportunity strikes. Here’s how I’m acting on the recent Swiss and European currency news.