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Brace clients for a big capital gains season

November 2, 2017

Brace yourself – and your clients – for big capital gains distributions this year. The number of funds with estimated distributions of 10% or more of their share price have already passed the 2016 mark, says Mark Wilson, CEO of Mile Wealth...

The history of bonds — at least since yields hit record lows last year

November 1, 2017

History, as Kurt Vonnegut reminded us, is merely a list of surprises. The next world war will certainly not start with the assassination of an Austro-Hungarian archduke. You're probably not going to make a fortune peddling pet rocks. On the...

Prepare clients for the terror of falling markets

October 30, 2017

It's witching season and while our costumed children invade our neighborhoods for candies and treats, almost no-one considers the "trick" part of the equation anymore. It's much the same way for investors today; it's been nothing but treats...

Beware of so-called 'liquid' alts for retail investors

October 30, 2017

In the independent broker-dealer and RIA space, the term "alternative investment" means exactly what it implies: It is an alternative to commonly held liquid investments traded on a public exchange. Alternatives can be inappropriate for those...

History of presidential shocks to the stock market

October 30, 2017

In the wake of Special Counsel Robert S. Mueller III's charges against three aides to President Donald J. Trump, clients may be wondering: How does presidential political turmoil affect the stock market? The answer: Usually not much, or for...

Bond allocations: Be real, patient and flexible

October 30, 2017

Bond yields hit their year-to-date lows in early September with the 10-year Treasury yield getting as low as 2.03%. Low yields in the Treasury market are accompanied with historically expensive corporate and municipal bonds. Investors faced...

Timber ETFs get bump from natural disasters

October 27, 2017

Clients who want to branch out into commodities might consider timber ETFs. Commodities funds have produced lackluster returns this year, losing 0.08% vs. a 16.22% gain for the Standard & Poor's 500 stock index. The top-performing commodities...

Are Morningstar's ratings a good guide to mutual funds?

October 26, 2017

Stars. "I enquire now as to the genesis of a philologist and assert the following," Friedrich Nietzsche wrote (and Donna Tartt quoted). "1. A young man cannot possibly know what Greeks and Romans are. 2. He does not know whether he is suited...

Advisers: Morningstar's star ratings not much use, but clients love them

October 26, 2017

Investment advisers reacted to the Wall Street Journal's attack on Morningstar's star ratings with a single question: Why would you use measures of past performance to choose a mutual fund? The Journal's piece, The Morningstar Mirage, looked...

Private equity firm Thomas H. Lee Partners buys stake in HighTower

October 25, 2017

This story has been updated with comments from industry consultants and additional quotes from Elliot Weissbluth. HighTower has announced plans to sell a "significant stake" of its sprawling advisory business to private-equity investor Thomas...

Advisers can harvest a surprising amount of tax losses for clients this year

October 25, 2017

It's harvest season: Time to boot the losers from your clients' portfolios and reap the tax benefits. And surprisingly, there's a bountiful harvest of losers to cull in this bull market year. Financial advisers aren't expected to be good farmers,...

These fund categories are lagging in the bull run

October 25, 2017

You're supposed to buy low and sell high. How does that work for mutual funds and ETFs? It's a starting point, not a strategy. Last year's stock laggards have become this year's leaders. Funds that invest in India, for example, gained just 0.65%...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

Yale-Columbia study finds women investment pros face discrimination ​

October 24, 2017

There's only one thing keeping women investment professionals from being judged equally with men: a man's name. "We found that financial professionals are more likely to pay attention to investment recommendations when they think that the person...

Chasing income vs. consistent income

October 23, 2017

Chasing income vs. consistent income The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates....

T. Rowe Price's Rob Sharps talks about investing for growth

October 21, 2017

Rob Sharps is T. Rowe Price's group chief investment officer. He ran the T. Rowe Price Institutional Large Cap Growth Fund (TRLGX) from December 2002 to March 2017. InvestmentNews spoke to Mr. Sharps about the stock market, energy and investing...

Wealthy families are winning deals away from private equity

October 20, 2017

Michael Gottdenker glimpsed the future over a bowl of pasta earlier this year, and he liked what he saw. The chief executive officer of Hargray Communications, a telecommunications company servicing South Carolina and Georgia, was having lunch...

Clients worried about a stock market crash? Comfort them with cash

October 20, 2017

How do you reassure clients who are worried the next bear market will hit as soon as they retire? Cash. Lots of cash. And plenty of preparation. The stock market's rally is now in its eighth year, and the Standard & Poor's 500 stock index has...

The Philosophy of Goal-based Investment Planning

October 19, 2017

Dr. Michael Finke, CFP®, Dean and Chief Academic Officer, The American College of Financial Services Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose...

Another thousand Dow points higher, and investors yawn

October 19, 2017

Not so long ago, phones would light up in an adviser's office when the Dow Jones Industrial Average broke through a 1,000-point barrier as customers clamored to invest. Today? "Crickets chirping," said Steve Janachowski, CEO of Brouwer & Janachowski....

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