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  • Nov. 8, 2012
    blog

    On the Fiscal Cliff, Yawn.

      This morning, alas only briefly, I attended Bloomberg's Portfolio Manager Mash Up held in a converted garage on West 34th Street, a part of Manhattan that is strangely still un-gentrified....More
  • Oct. 16, 2012
    blog

    Equity Mutual Fund Out Flows Not Quite as Dire as They Appear 2

    I have been writing for months about how retail investors have been pulling cash out of domestic equity funds in favor of bond funds. That is true, according to the Investment Company Institute’s figures of cash flows. But there is just one thing. The ICI estimates that total net assets within the U.S. investment industry reached “a massive” $13.76 trillion. (The Leuthold Group describes that sum as “massive.”)...More
  • Sep. 17, 2012
    blog

    Buy High, Sell Low: Retail Investors Get It Wrong Again

    Below is an email I received from Morningstar. So, let's see. The stock market has climbed back to its 2007 highs last week and yet investors, retail investors, continue to yank money out of stock funds. Amazing. "Morningstar today reported estimated U.S. mutual fund asset flows through August 2012. Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S.-stock funds tallied yet another month of outflows, losing $14.3 billion.  ...More
  • Aug. 31, 2012
    Article
    Trusts & Estates

    Equity and Fixed Income Blend  

    Andrew M. Parker discusses the role of fixed income in a portfolio and how to best support income needs...More
  • Aug. 8, 2012
    blog

    Junk Bond Yields Plummet; Buy Bank Stocks?

    Dick Bove, of Rochdale Securities,  puts out interesting research, and he is outspoken and often contrarian....More
  • Aug. 6, 2012
    blog

    The Trend Is Your Friend: Grantham Says Stay with Investment Consensus

    I love to read GMO's quarterly reports. GMO is a famous money manager founded by Jeremy Grantham. He has become famous by making contrarian moves, such as avoiding technology stocks in the 1990s and bank stocks before the financial crisis. But, according to our mutual fund contributing editor Stan Luxenberg, in a startling speech at the Morningstar conference in June, he warned advisors to beware of straying outside the market consensus....More
  • Jul. 19, 2012
    Article
    REP.

    Are We Headed for an Era of Negative Yields on Bonds?

    Everyone’s clamoring for income in this low yield environment. But some asset managers say we haven’t yet reached the bottom of the bond market....More
  • Jun. 29, 2012
    blog

    Closing the Barn Door Too Late? Banks Are Healthier Now than in 2007. Yet Moody's Recently Downgraded 17 Banks. Why?

    Banks have more capital than in 2007 and are in general healthier. Yet, like closing the barn door after the mustang has wandered off, Moody downgraded 17 banks. Moody's recent downgrade explained....More
  • Jun. 26, 2012
    blog

    The Next Bubble to Burst: Student Loans 1

    "FEDERAL STUDENT financial assistance programs are costly, inefficient, byzantine, and fail to serve their desired objectives. In a word, they are dysfunctional, among the worst of many bad federal programs."...More
  • Jun. 25, 2012
    blog

    Note to Self: Money Market Funds Are Mutual Funds

    The Wall Street Journal reports today that Moody's Investors Service downgraded debt securities issued by "38 closed-end mutual funds last week could ripple across financial markets, affecting a broad swath of municipal-bond and money-market-mutual-fund managers, analysts said." Guess who often buys variable-rate demand preferred shares? Yup, money market funds....More
  • Jun. 20, 2012
    blog

    Editor's Letter: 1982 All Over Again for Equities? Veteran Fund Managers Think So. In a Good Way 1

    "Be fearful when others are greedy; be greedy when others are fearful." Words to ponder. Especially when those thoughts are coming out of the mouth of Will Danoff, the legendary, veteran manager of the Fidelity Contrafund (Ticker: FCNTX). He uttered his insight at the annual Morningstar Investment Conference during the "Quarter Century Club," a panel hosted by Morningstar Fund Research President Don Phillips....More
  • Jun. 13, 2012
    blog

    A Bubble in U.S. Treasury Securities? Yes, and It's in "Extra Innings"

    Care to lend Uncle Sam your money for 10 years at 1.66% interest? Well, inflation doesn't appear to be rearing its ugly head....More
  • May 3, 2012
    blog

    ICI Mutual Fund Flow Data Show Investors Selling at Wrong Time

    Below is the mutual fund asset flows dating back to 2007 as complied by the Investment Company Institute. Basically, retail investors have been selling equity funds since then. It would be interesting to superimpose the S&P 500’s returns over this period. But how to get nervous clients back into equities? How do you talk them back in the market after this latest crisis? Do you jump in and out of the market?...More
  • Nov. 1, 2011
    article
    REP.

    Dump Emerging Markets for U.S. Equities?

    While emerging market stocks have been touted for the last couple years as the investment du jour, the message at an Eaton Vance outlook event this morning was quite the contrary....More
  • Nov. 1, 2011
    article
    REP.

    Buying High, Selling Low

    Afraid of equities, retail investors continue to pour money into bond funds. Why not try a mix?...More
  • Oct. 14, 2011
    article
    REP.

    Post 2008, Clients Have a Different Outlook on Volatility

    After experiencing the financial crisis of 2008, clients have a different outlook on market volatility and are reacting differently to the current environment, said advisors at the Peak Advisor Alliance conference this week in Omaha, Neb. Clients are less focused on returns, and are more focused on not losing money, said Kelly Campbell, president of Campbell Wealth Management, during a panel session Friday morning....More
  • Sep. 1, 2011
    article
    REP.

    Squeezing Alpha Out of Bond ETFs

    Can you buy outperformance cheaply?...More
  • Sep. 1, 2011
    article
    REP.

    Retail Investors Still Risk Averse

    Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-adverse bias, according to recent fund flows. Year-to-date through July, investors have yanked $17.8 billion from equity mutual funds, with outflows of about $31.6 billion in July and $22.9 billion in June, according to the Investment Company Institute. Meanwhile, about $95.4 billion has flowed into taxable bond mutual funds through July, including inflows of $12 billion in June and $9.8 billion in July, ICI said....More
  • Aug. 29, 2011
    article
    REP.

    Outperforming Muni Bond Funds Can Be Conservative or Aggressive. But You Better Know Your Fund

    During the market turmoil of recent years, most municipal funds have delivered solid returns by following plain-vanilla strategies. Typical portfolio managers have bought a cross section of investment-grade bonds. Not surprisingly, fund returns tended to be bunched in a close pack. But not all managers are content to stay in the middle of the field. A few stars have topped the averages by following unusual strategies....More
  • Aug. 9, 2011
    article
    REP.

    Politicians and Economy Worry Wealth Managers, Not Downgrade

    S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term concern. To put it in computer-speak: the United States is hardwired for doom....More
  • Aug. 5, 2011
    article
    REP.

    Save the Earth, Buy Green Bonds

    Bank of America Merrill Lynch has become the first U.S. underwriter to offer the World Bank’s new green bonds to retail investors in $1,000 denominations...More
  • Aug. 4, 2011
    article
    REP.

    The Ten to Watch 2012

    Expect these people to change your world in the next 12 months....More
  • Aug. 1, 2011
    article
    REP.

    Not just for Grandma and Grandpa

    Anxious clients can find plenty of excitement in boring old savings bonds....More
  • Jul. 12, 2011
    article
    REP.

    Some High-Profile Mutual Fund Managers Are on a Buyer’s Strike

    At a time when the markets are plagued by sluggish economic growth and unnerving debt burdens, some prominent funds are avoiding major categories of stocks or bonds....More
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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

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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
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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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