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

Most watched

Events

Finding your edge from Tony Robbins

Guru Tony Robbins has helped a lot of people, but armed with his psychology Financial Advisor Josh Nelson has helped his practice soar.

Events

Finding innovation in your firm

Adam Holt of AssetMap explains how advisers understand they need to grow, but great innovation may be lurking right under your nose.

Latest news & opinion

The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

Finra makes its list to target hundreds of rogue individuals

The regulator sees patterns in the behavior and disclosures of high-risk brokers.

LTC insurer offering co-pays to blunt soaring premium increases

John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.

Goldman Sachs acquires United Capital

After a payday of $75 million or more, CEO Joe Duran plans to join Goldman in a senior position.

Private equity loves IBDs, but will that last?

Three big acquisitions in less than a year signals renewed life in the formerly beleaguered industry.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print