Blogs

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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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  Japan’s Swoon Doesn’t Affect Our Short-Term Outlook

  By Ben Warwick, Quantitative Equity Strategies  |  June 12, 2013

  The old adage “sell in May and go away” revolves around the belief that the markets experience higher growth from November to April.

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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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  Employment Number Confirms the Bull Case

  By Ben Warwick, Quantitative Equity Strategies  |  June 7, 2013

  May job reports were released Friday, revealing that U.S. employers hired 175,000 employees, which surpassed economist’s expectations.

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  Abenomics Becomes an Ongoing Melodrama

  By Ben Warwick, Quantitative Equity Strategies  |  June 3, 2013

  Many claim the Nikkei 255 index's 3.7% fall on Monday was the result of Japanese Prime Minister Shinzo Abe’s recent economic policies.

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  ‘Sell in May’ for the Fixed-Income Crowd—Searching for Alpha for June 2013

  By Ben Warwick, Quantitative Equity Strategies  |  June 3, 2013

  After investors' flight from the fixed-income markets in May, the writing’s on the wall.

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  You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients

  By James Carney, ByAllAccounts  |  May 29, 2013

  Despite gold’s precipitous price decline lately, data aggregation tools can give you its value in your clients’ portfolios.

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  It’s Not Just Active and Passive, but Behavioral Finance That Best Meets Clients’ Needs

  By Savita Iyer-Ahrestani, AdvisorOne  |  May 28, 2013

  Ted Lundgren of NAAIM argues that the lessons of behavioral finance must inform the active vs. passive investing debate.

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  The Outlook for High-Yield Bonds: High Income or High Risk?

  By J. Gibson Watson III, CIMA, Envestnet, and, Nathan Behan, CFA, CAIA, Envestnet | PMC  |  May 23, 2013

  These days, the search for yield has some unique challenges, but what’s the outlook for non-investment grade bonds?

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  Purchasing Pools: The Brazilian Remedy to Ease America’s Credit Crunch

  By Juliana Molinari de Almeida Santos Cunha, Attorney, Sao Paulo Bar Association  |  May 17, 2013

  The Brazilian economy and legal system may offer the American middle class a way out of its credit access problem via the Brazilian “Purchasing Pool System.”