Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: Allocators place their bets

Mar 13, 2013 @ 10:28 am

By Josh Brown


El-Erian drops a timely Great and Powerful Oz reference in describing the Fed. (YahooFinance)

Arnott, Stattman and other top asset allocators place their bets for 2013. (Morningstar)

Dan Fuss and Margaret Patel show advisors how they should allocate hypothetical $1.5 million for a 65 year old client. (FA Magazine)

The Biz

Barry Knapp (Barclays) says the stock market has helped American households recoup almost all their losses since 2007. (The Reformed Broker)

UBS: No we're not getting out of the US wealth management business. (WealthManagement)

"The first two months of 2013 marked net flows of $140 billion into stock and bond funds, the best start for the mutual fund industry on record" (Financial Planning)

ETF sponsors and online brokers use commission-free trading to get exposure for overlooked funds. (Focus On Funds)


Happy Birthday Jamie Dimon. I'm sending him a Fudgie the Whale cake from Carvel. (DealBook)

Wall Streeters are in mourning today as reporters expose the Saint Venus Theater. (BusinessInsider)


Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.


What do you think?

View comments

Recommended for you

Latest news & opinion

Trump is gutting rules that Corporate America hates

With executive orders, bureaucratic actions and unprecedented use of an obscure statute, the administration has killed or postponed dozens of regulations.

Wells Fargo Advisors restricting investments for retirement accounts

Mutual fund sales will be limited to T shares, while municipal bonds, preferred stock and international debt will be prohibited.

Investments that advisers should look at in an overheated market

Cash, alternatives, international all beckon, but all have pros and cons.

Morgan Stanley joins competitors in cutting back on recruiting

Wirehouse said it intends to increase its investment in existing talent.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print