Theory & Strategy

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  The Original Behavioral Economist

  By John Sullivan, AdvisorOne  |  June 18, 2013

  “I’ve been doing the behavioral stuff for 35 years," said MainStay's Michael Aronstein. "It’s the basis of investing and economics. It’s only recently that it’s been popularized by academia. They’re reconstituting something in a trivial manner.”

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  Another Economic Crisis Brewing? How to Protect Client Portfolios

  By Mike Patton  |  June 17, 2013

  Here’s part of my solution to protect client portfolios in the event of another market and economic crisis.

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  How to Handle Collectibles as Client Assets

  By Ed McCarthy, CFP  |  June 15, 2013

  Estate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.

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  How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2

  By Gil Weinreich, AdvisorOne  |  June 13, 2013

  Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications have immediate take-home value for financial advisors.

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  Market Holds Rally, Investors Don’t Show Up

  By Gil Weinreich, AdvisorOne  |  June 12, 2013

  “You don’t get too many chances to get over 100% gain without inflation after only four years,” said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.

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  Top 5 Trends Altering Annuities: 2013

  By Christopher Raham and Gerry Murtagh, Ernst & Young Insurance Advisory Services  |  June 11, 2013

  Six months into 2013, several trends have emerged that are making insurers reposition and reinvent their products, strategies and services.

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  Vanguard Study Boosts TDFs, Plugs Financial Advisors

  By Gil Weinreich, AdvisorOne  |  June 10, 2013

  A recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.

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  PIMCO’s Gross: Fed in a Corner, Will ‘Taper’ by Year’s End

  By John Sullivan, AdvisorOne  |  June 10, 2013

  It’s hard to have a market for Treasuries when the Fed owns them all, PIMCO co-CIO Bill Gross says.

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  3 Yardsticks for Measuring Fund Performance

  By Ronald Delegge, ETFguide.com  |  June 7, 2013

  A look at the do's and don'ts of judging mutual funds and making sure they stay on track

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  Who Will Slay the Index-Investing Dragon?

  By Gil Weinreich, AdvisorOne  |  June 7, 2013

  While the proportion of funds that are passively managed is at at an all-time high, alpha seekers should not despair.