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  • May 24, 2013
    Article
    REP.

    Three Reasons Why the Golden Age of Dividends is Dawning  

    The golden days of summer might also brighten the portfolios of dividend lovers....More
  • May 22, 2013
    blog

    Danger Zone For This Week: Amazon.com (AMZN)

    The belief that Internet retail is or will be more profitable than traditional retail is untrue. Amazon is in a competitive, low margin business that cannot justify the profit growth implied in its valuation....More
  • May 20, 2013
    blog

    Buy Accenture plc (ACN): Profiting Off Others’ Innovations

    My favorite aspect of Accenture plc’s (ACN) business model is it profits from others’ innovations without having to incur the costs and pressures of innovation, itself....More
  • May 17, 2013
    blog

    Footnotes Diligence Drives CSCO Pick

    If you bought Cisco Systems Inc (CSCO) last August when I recommended it to investors, or when I recommended it again in January, or any time between May 10, 2012 and now when the stock has had my Very Attractive rating, then today has been a good day for you. As I’m writing this, CSCO is up ~$2.75/share, 13%, on the day, driven by better than expected quarterly earnings....More
  • May 15, 2013
    blog

    Danger Zone 5/15/2013: Apple Inc. (AAPL)

    Apple Inc. (AAPL) is in the Danger Zone. Too many investors see AAPL through the rear view mirror and assume that its sky-high profits and return on invested capital (ROIC) are sustainable. As I detail in my CNBC interview, Apple is not cheap and investors should not underestimate the impact of losing Steve Jobs....More
  • May 13, 2013
    blog

    Danger Zone: Financial Sector ETFs and Mutual Funds

    Financials sector ETFs and Mutual Funds are in the Danger Zone this week. The Financials sector ranks last out of the ten sectors in my Sector Rankings for ETFs and Mutual Funds Report. The funds in this sector consistently hold poor stocks and charge investors high fees....More
  • May 13, 2013
    blog

    Danger Zone: Charles Schwab Corp (SCHW)

    In last week’s interview, I put the entire Financial Sector in the Danger Zone. This week, I focus on SCHW to highlight the commoditization of many financial services, especially securities trading, and the competitive pressures on future profitability and growth....More
  • May 13, 2013
    blog

    New Broker/Dealer Hopes to Bring the Best of brokersXpress

    MoneyBlock hopes to fill the void left by brokersXpress, the independent broker/dealer that was suddenly closed by Schwab last year....More
  • May 9, 2013
    blog

    Investment Style Rankings For ETFs & Mutual Funds

    No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style....More
  • May 9, 2013
    blog

    2Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

    Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 2Q reports on sector funds....More
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New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More

Being heavily recruited, but I'm taking my CFA?

Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More
The Most 'Liked' Brokerage in the U.S.


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Most Recent Blogs & Columns
Jun. 18, 2013
blog

Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Jun. 18, 2013
Commentary

Death of the Small Broker-Dealer

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More

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