The Takeaway: Another investment ‘system’ bites the dust

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)

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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.