‘It’s Exactly the Right Time to Buy’: Research Affiliates’ Brightman
CIO of Research Affiliates says that recent market volatility presents opportunities for investors, but argues for truly diversified portfolios.
Shiller Ditches U.S. Stocks, Says It’s a ‘Dangerous Time’
The Nobel Prize-winning Yale professor’s CAPE ratio is signaling a warning for stocks, he said on CNBC.
Most Downloaded SSRN Paper Ever Says You Should Be in Cash
Meb Faber's market timing paper from 2006 says portfolios should have ended last month in all cash and bonds — as it said for 2008.
No Taxation With Diversification
An exchange fund — aka a stock swap fund — can help clients diversify out of their concentrated holdings without the immediate tax hit.
How Fear, Greed and Ego Create Value
Investors' biases create irregularities in the market, which in turn create value and momentum, says Robert Bridges of Sterling Capital.
Why and When Active Managers Shine (and How to Spot a Good One)
Certain behaviors point to skilled active managers who can potentially outperform through market cycles.
Climate Change: What It Means for Advisors
Economists, current (and former) policymakers and advisors are assessing the ways climate change is impacting the economy.
How to Dive Deep Into Investment Knowledge
Seek out connections among diverse sources of data.
High-Quality Stocks Selling at Bargain Prices: Morningstar
There are more high-quality stocks selling below their fair value than there have been for the last three years, according to Morningstar.
Top Portfolio Products: New Muni Bond Fund From Vanguard, Market Neutral Stock Fund From Hatteras
Also, Envestnet added a CLS Investments strategy to its network, and Guardian Retirement Solutions expanded its investment option lineup.