Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
How Do You Plan for Clients When You Can’t Trust the CPI?
Peter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.
Peter Schiff Slams CBS Blogger Over Recent Gold Post
Peter Schiff came out swinging in an escalating war of words with CBS MoneyWatch blogger Larry Swedroe about the role gold should play in an investment portfolio.
Focus Financial Partner Firms Complete Strategic Deals
Focus Financial Partners announced Tuesday that four of its partner firms have completed strategic transactions in the last 60 days, either closing on important sub-acquisitions or recruiting well-respected new professionals to their firms.
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
Stuart Zimmerman WILLINGLY gives credit to his partners for the success of the firms they've built. Zimmerman is particularly proud of Buckingham's zeal for academic...
TOOLS OF THE TRADE- Rebalancing Act
The issue of rebalancing clients' portfolios is faced by all investment advisors. Most of you would agree that rebalancing can have a tremendous impact on...
Spreading Words of Wisdom
Larry Swedroe says he's been "lucky in his career." A former vice chairman of Prudential Home Mortgage and senior investment banker at Citibank, Swedroe has...