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: Another investment 'system' bites the dust

Jun 5, 2013 @ 9:19 am

By Josh Brown

Portfolio

Larry Swedroe on using momentum, value and quality metrics in portfolio construction.  (Index Universe)

Another investing "system" bites the dust. Line up the next ones.  (The Reformed Broker)

Jeff Gundlach's slides from last night's DoubleLine presentation.  (Business Insider)

The Biz

10 ways advisers add value (aside from selecting index funds, lol).  (Above the Market)

About that big merger between RIAs Banyan and Silver Bridge...  (Financial Planning)

Phil Harris (Personal Capital) closes $25 million round of financing to bring financial advice to the middle market.  (VentureBeat)

Syndicated radio finance guru and proponent of high cost mutual funds Dave Ramsey strikes back against the Twitter cognoscenti elite, refers to himself as "the big dog" on "the porch" without irony.  (Investment News)

Your daily burst of inspirational optimism, via Morgan Housel.  (Motley Fool)

Outliers

Before pushing that latest-and-greatest floating rate product, make sure your clients are suitable...  (Advisor One)

***

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.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Dynasty's Penney: How to stay ahead of the curve

With rapid evolution, financial advisers stand at a unique crossroads. Dynasty's Shirl Penney offers some simple strategies to remain a step ahead of the competition.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block denies cooking the books at Schorsch REIT

Former CFO claims everything he did was 'appropriate' and 'correct.'

Interns will take on several roles at advisory firms this summer

College students are helping with client prep, firm visioning and long-term projects, among other duties.

10 funds with largest 3-year outflows

Even well-managed funds that have beaten the S&P 500’s 10.1% average annual gain have watched investors flee.

Wirehouse training programs are back

At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.

New military pension rules need financial advisers to step up and serve

Matching defined contribution plan expected to see more money, more need for sound advice.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print