Research Magazine-October 2013

Issue Gallery ›

  • Measuring Stocks Right

    Ron DeLegge

    Facebook recently crossed above its $38 IPO share price and the media celebrated. But it took 440 grueling days to accomplish that feat. More importantly,…

  • Rich Ape vs. Rich Human

    Robert Tyndall

    The Wall Street Journal and NBC News recently conducted a poll, part of an annual series that seeks to determine how Americans rank in terms of happiness.“Money…

  • ETF Exposure Rises Among Advisors

    Ron DeLegge

    Financial advisors are projected to increase their clients portfolio allocation to ETFs to 7.8% in 2013, according to Cerullis Exchange-Traded Fund Markets 2013 report. This is modestly up from 7.1% two years ago.

  • Bond Outflows Top $80 Billion

    Janet Levaux

    Morningstar says estimated U.S. mutual fund asset flows for August included $15.5 billion in outflows from taxable bond funds and $11.8 billion from municipal…

  • Fitch: ETFs Gain Bond Clout

    Ron DeLegge

    How much of an impact are ETFs having on the bond market? A whole lot, according to a report from Fitch Ratings.

  • Bond Strategies for Late ‘13

    Janet Levaux

    News about possible Fed tapering led to a sell-off in the early summer months, even though no action actually was taken by monetary authorities. To understand…

  • LPL Nixes NestWise

    Janet Levaux

    LPL Financial said it closed down its mass-market NestWise business unit on Sept. 1 to save costs. The independent broker-dealer launched the program,…

  • Global X Debuts MLP Fund

    Ron DeLegge

    Although interest rates have been climbing, investors are still hunting for higher yields in various sectors like master limited partnerships (MLPs). To…

  • Retirement Planning’s Probability Problem

    Bob Seawright

    Advisors love probabilistic retirement strategies, like the so-called 4% rule. But thanks to human biases, we're literally dumber than rats when it comes to probability.

  • Will Gold Go Back to $1,000?

    Ron DeLegge

    After recording its 12th consecutive annual gain last year, many prognosticators figured gold would keep rising in 2013. Not only did gold have price momentum,…

  • Eager Connector

    Jane Wollman Rusoff

    There are two ways to develop a new product: improve upon an existing one or come up with something thats never been done. Tom Daleys brainchild, The Advisor Center, vigorously defines the latter.

  • Mission: Train Future Independents

    Jane Wollman Rusoff

    Independent advisor Pamela Rigsby in Raleigh, N.C., was talking about the 24-year-old FA trainee she hired 18 months ago:I tell clients shes a taller, thinner, younger, smarter me! says Rigsby, 46, jovially. Shes knocking it flat-out [of the park]. Shes doing the numbers. Headhunters call her all the time.

  • Generating Steady Income

    Ed McCarthy, CFP, RICP

    Electric utilities have continued to provide investors with reliable income in an era of low market yields.

  • Powerful Production

    Ed McCarthy, CFP, RICP

    We witnessed some key themes emerging during the second-quarter earnings season, including the following: Improved drilling times, wider spread implementation of pad drilling, and prior infrastructure investments are leading to marked improvement in efficiency gains.

  • Fast Riser

    Jane Wollman Rusoff

    Neil Weissman has moved rapidly to build a thriving practice.

  • Still Shining

    Ed McCarthy, CFP, RICP

    American States Water Company (AWR) reported 2Q13 EPS of $0.85 meeting our $0.85 estimate and besting consensus by a penny. AWR earned $0.79 in 2Q12. While earnings benefited from Golden States recent rate relief, earnings at American States Utility Services (ASUS) declined from last years results, which benefitted from...

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