Research Magazine-March 2013

Issue Gallery ›

  • How Low Can the VIX Go?

    Ron DeLegge

    Stock market volatility in 2013 has continued its downward trend toward levels experienced just before the onset of the 2008 financial crisis.

  • RJ Adds Sales, Shifts Grid

    Janet Levaux

    Raymond James Financial reported net revenues of $1.1 billion for the period ending Dec. 31, 2012.

  • ALPS and Goldman Team Up

    Ron DeLegge

    A new lineup of exchange-traded funds (ETFs) that manage risk and use momentum strategies has been introduced by ALPS Advisors.

  • Digging Potatoes

    Bill Miller

    Right before I graduated from college, I had a meeting with one of the schools career counselors, Mr. Snooks.

  • Sidebar: We Have Met the Enemy


    Individual investors have many enemies: high frequency trading algorithms, dark pools, rogue hedge fund managers, fat-finger traders and Fed interventions, just to name a few.

  • ETF Assets Surge 27% in 2012

    Ron DeLegge

    The combined assets of U.S. listed exchange-traded fund (ETFs) jumped ended 2012 at $1.337 trillion, according to the Investment Company Institute (ICI).

  • Finance and the English Language

    Gil Weinreich

    Financial language, to paraphrase Orwell, is designed to make lies sound truthfuland to give an appearance of solidity to pure wind.

  • LPL Shares Results, Plans

    Janet Levaux

    LPL Financial said its fourth-quarter earnings declined to $36.9 million, or $0.34 a share, from $39.5 million, or $0.35 a share, a year earlier.

  • REITs: Building Attractive Growth

    Ed McCarthy, CFP, RICP

    We see a lot to like here, and while we say that about several of the agency REITs, Capstead Mortgage (CMO) has moved a bit higher on our near-term favorites list.

  • More Car Trouble

    Alexei Bayer

    The Big Three automakers have had an impressive recovery, but optimism about the U.S. auto industry may be overdone. The problem lies with the structure of the global auto industry.

  • Vanguard Shares Latest Fund Changes

    Janet Levaux

    Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, to further diversify these broad, balanced portfolios and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.

  • To the Next 20 Years: The Future of ETFs

    Ron DeLegge

    ETFs now cover narrow markets in a wide swath of asset classes from stocks and bonds to commodities and currencies. Its been two decades since ETFs appeared, but what is their future?

  • Leading With Flair

    Jane Wollman Rusoff

    Dont even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.

  • Optimal Opportunities

    Ed McCarthy, CFP, RICP

    While Actavis (ACT) narrowed its 2013 guidance expectations in the wake of an unexpected Concerta approval, the company is still poised to post close to 30% EPS growth and potentially double-digit annual EPS growth through 2016.

  • How to Improve the FA Business Plan

    Bill Good

    If your plan--in paper or just in your head--needs some improvement, or worse, stick with me. Ill show you how to improve your planning process.

  • Equities Funds in Favor in Early ‘13

    Janet Levaux

    Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

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