The Latest Research on the Momentum Factor
Today my colleague at Buckingham Strategic Wealth, institutional services advisor Tim Jost, will look at some of the latest research on the momentum factor.
Why Facet Wealth Wants to Buy Your Small Accounts
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent. In this interview, he discusses how his firm partners with advisors to help them provide financial planning and investment advice for their smaller clients.
A Survey of the Academic Literature on ESG/SRI Performance
Does ESG/SRI investing lead to higher, lower or about-the-same risk-adjusted returns? Abundant academic literature on the topic has emerged in the last eight years, but there’s still no consensus about whether responsible investing is a good bet for your clients.
The Five Challenges Facing Advisors in 2019
An Exceptional Mid-Cap Track Record
How Politics Influences Investors
Where to Find Unique Sources of Risk and Return
How Advisors Select ESG/SRI Products
Advisors Need More Than Referrals to Grow Sustainably
How to Ask For a Referral and Not Face Social Assault Charges
The 13 Rules for Networking at a Holiday Party
World Markets Update
Weekly Gasoline Price Update: WTIC Down 3.7%
Multiple Jobholders: Over Two Decades of Trends as of November
The Ratio of Part-Time Employed: November 2018
Secular Trends in Employment: Goods Producing Versus Services Providing
The Civilian Labor Force, Unemployment Claims and the Business Cycle
S&P 500 Snapshot: Friday Down 9% from All-Time High
The Big Four Economic Indicators: November Nonfarm Employment
Factor Use Is Growing Among Financial Advisors and Institutional Investors
Fixed-Income Outlook: Jogging to the Exits
Guggenheim Investments’ recently published Fourth Quarter 2018 Fixed-Income Outlook reflects its investment management team’s view that the risk of a sudden widening in spreads next year is rising and could shock fixed-income investors who fail to position defensively now. “The key here is to manage this shift in a timely manner,” said Scott Minerd, Global CIO and Chairman of Investments. “Call it a jog to exit credit and liquidity risk.”
Pacific Funds Strategic Income Portfolio Manager Q&A
As fixed-income markets are constantly changing, Pacific FundsSM Strategic Income (the Fund) has the ability to adapt to these changing environments. The Fund’s investment team seeks opportunities across an array of securities including: high-yield bonds, investment-grade corporate bonds, Treasuries, floating-rate loans, and equities. Pacific Funds Strategic Income Portfolio Manager Brian Robertson discusses the process and philosophy behind the Fund.
Fixed Income: Investing in Troubled Countries
Volatility in emerging markets (EM) is to be expected when global conditions shift. Sell-offs in EM can be a good time to be contrarian by differentiating between the casualties and the survivors. We believe that identifying the different stages to a crisis and looking closely at troubled countries such as Turkey and Argentina can reveal opportunities to take advantage of potential recoveries.
How to Command the Best Purchase Price for Your Business
Some advisors today are rushing to sell their practices after very little forethought, and they could be leaving money on the table. If you want to get what your practice is worth, focus on four key tenets—business, management, financial, and market—to demonstrate your value to potential buyers.