4 Reasons Clients Need You Now
Stock markets down, international tensions up, China tottering. Here’s what to say to clients beyond “Stay the course!”
The Folly of the Macro Investor
Why big-picture predictions often yield paltry results.
Just How Hot Are Liquid Alts?
Experimenting with alternative mutual funds is a complex and risky business, Michael Finke writes.
One Step at a Time: An Open Letter to the Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard called for public and industry comment in a January white paper outlining 11 best practices for advisors and brokers who provide advice to clients. What follows is an open comment letter that I sent to the Institute in March
Finance's Trek Into Forecasting Chaos
A decision-making lesson from Captain Kirk.
The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
Why It’s Time to Explore the Stocks-Commodities Dynamic
While equities are performing well, commodities are doing even better. Advisors who ignore commodity ETFs are making a big mistake, Ron DeLegge says.
Why Hedge Funds Rake In Assets Despite ‘Underperformance’: Steinbrugge
Donald Steinbrugge, founder of Agecroft Partners, explains why hedge fund inflows are growing despite the funds' lagging the S&P 500 in recent years.
How a Lousy Economy Can Make You Sick
New studies show ill effects of the economy and stock market—ulcers, migraines, panic attacks, even hospitalization—on stressed investors.
The Retirement Time Bomb No One’s Talking About ... Yet
Pension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.