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Risk Management for All Markets

January 29, 2018

Summary An introduction to the importance of market breadth measurements The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF) Risk management during bull and bear markets and navigating secular trends -...

Investment committee 'best practices' that help to add discipline to portfolio management

January 17, 2018

In my capacity as the Chief Investment Officer at Dynasty Financial Partners, which serves a network of more than 45 independent RIAs, I actively participate on both the Investment Committee of Dynasty and as an outside member on the Investment...

From wall street to main street: a succession story

December 28, 2017

With Live Oak Bank, you get a long-term financial partner that believes in you. We provide financing to support transition costs as a team moves to independence. When you're ready to pass the baton, our Investment Advisor lending team can structure...

Tax planning doesn't stop on Tax Day

June 8, 2018

My father, Paul A. Samuelson, and I shared the same name and a strong interest in personal investing. While his primary job was professor of economics at MIT, he took on various investment advisory roles and served for many decades as a trustee...

Demand grows for structured notes

June 6, 2018

Financial advisers recently have grown more interested in structured notes, a type of debt with a return linked to the performance of a single security, an index of stocks or other investments, according to one executive from a leading distribution...

The value of advice

September 15, 2017

New research from InvestmentNews and Cambridge Investment Research shows how advisers can take a new approach to fees, M&A and succession planning to help accelerate the value of their services – and ultimately their businesses. The following...

Will global macro finally shine?

April 17, 2018

Following the Federal Reserve's latest decision to increase its benchmark interest rate in March, and as a growing number of central banks around the world reverse their policies of monetary stimulus, advisers and investors should take the opportunity...

Dividend investing in the Trump era: Dispelling three misconceptions

August 11, 2017

It's easy to feel good these days as stocks keep hitting new highs. But seasoned advisers know there's plenty of uncertainty out there ? a tumultuous political environment, the Federal Reserve revving up its tightening cycle, federal spending...

JPMorgan Chase to make alt investments available to the many

May 17, 2018

JPMorgan Chase & Co. plans to offer sophisticated investments to a much broader clientele. The bank is slashing requirements to participate in certain alternative investments that its asset management arm once offered mainly to institutions...

How the investor is lost in the active versus passive debate

July 25, 2017

Why is active losing out to passive? It's because most active managers have a dual mandate to serve both institutional and retail investors. The mandates, or expectations, of these two types of investors are vastly different, and they are in...

10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

Fed nudges savings rates higher

June 23, 2017

Cash is starting to get a bit less trashy. The Federal Reserve nudged short-term interest rates on June 14, and rates on short-term savings vehicles have started to reach levels that are almost compelling. The Fed raised its target level for...

Fidelity launches savings plan for disabled children

May 10, 2017

Nearly a year after tax-advantaged savings plans for disabled children were first made available, investing giant Fidelity Investments is jumping into the business to offer the specialized accounts to U.S. families. The Boston-based firm on...

Vanguard founder John Bogle still prefers U.S. stocks

June 12, 2017

While a chorus of market experts is telling investors to look outside of the U.S. for big returns, at least one loud voice is singing a very different tune — Vanguard Group founder John Bogle. The 88-year-old investor, who started the first...

Infrastructure funds building gains

June 7, 2017

If you think the roads in your neighborhood are bad, you should try driving in Tanzania, where you might not only break an axle, but get eaten by hyenas afterwards. In the vast scheme of human infrastructure, there are plenty of opportunities...

Investors do better with low-cost funds: Morningstar

June 5, 2017

If investors want to narrow the much-publicized shortfall between mutual funds' money-weighted and time-weighted returns and their own returns in those funds, they should use systematic investment programs and invest in lower-cost funds, according...

Complex strategies lead to lower returns: study

May 30, 2017

If your actively managed fund's prospectus comes with a certain air of desperation, a recent paper from Queen's University in Ontario, Canada, explains why: As passive funds become harder to beat, active funds are increasingly using sophisticated...

Market gains concentrated in biggest stocks

May 26, 2017

So far this year, 15 stocks have accounted for 50% of the gains in the Standard & Poor's 500. Should you be worried? Not yet. According to preliminary data from S&P, the blue-chip index has gained 8.27% this year, including reinvested dividends....

Beware the potential pitfalls of investing in infrastructure funds

April 5, 2017

Infrastructure funds have steamrolled much of their competition this year, and, with the promise of $1 trillion in infrastructure spending under the Trump administration, money has been pouring into the funds. But if your clients bring up the...

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