Blogs

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  Sell in May? No Way!—Searching for Alpha for April 2013

  By Ben Warwick, Quantitative Equity Strategies  |  April 1, 2013

  With May on the way, three fact-based reasons debunking one of the great myths of investing.

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  Why You and Your Clients Should Care About the Cyprus Bailout

  By Bob Clark, AdvisorOne  |  March 19, 2013

  The EU just breached the safety of savings accounts everywhere. Can you say "bank run"?

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  On Portfolio Performance, Remember: Attribution Tells the Story

  By J. Gibson Watson III, CIMA, Envestnet, Christopher Devenney, Envestnet | Prima  |  March 13, 2013

  When conducting a year-end review of a manager’s performance within a client's portfolio, use attribution to help guide the discussion.

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  Time for Market to Show Its True Mettle—Searching for Alpha for March 2013

  By Ben Warwick, Quantitative Equity Strategies  |  March 1, 2013

  Yes, the market is sending mixed messages on stocks, but here's why I remain bullish and why clients should stay invested. Hint: valuation is involved.

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  WARNING: Fed Candy May Be Hazardous to Your Wealth

  By Mike Patton  |  February 26, 2013

  An assessment of the Federal Reserve’s balance sheet, and questions on what the Fed will do next.

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  Conducting Due Diligence on Reverse Convertibles

  By Mike Patton  |  February 18, 2013

  This product can be a great income producer in these low-interest-rate times, but first take these steps.

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  Should You Expose Your Clients to Managed Futures?

  By J. Gibson Watson III, Envestnet, and Rush Harvey, Envestnet | Prima  |  February 13, 2013

  The 2008 market star has dimmed considerably over the past three years, but understanding how managed futures work should give you insight into when they are a good fit for clients.

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  Searching for Yield? New ETF Taps U.S. Infrastructure

  By Gil Weinreich, AdvisorOne  |  February 12, 2013

  Yorkville, one of the smaller players in the ETF space, filled a niche that some believe has been neglected: U.S. infrastructure.

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  Frank Talk With Vanguard’s Advisory Chief

  By Gil Weinreich, AdvisorOne  |  February 11, 2013

  Martha King explains how the firm reaches out to advisors—and when it doesn't—and speaks frankly about competition with Schwab, frustration with index providers and more.

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  ETF Addicts to Get Fill at Year’s Biggest Event

  By Gil Weinreich, AdvisorOne  |  February 6, 2013

  The world’s largest gathering of advisors, investors and service providers focused on exchange-traded products opens Sunday in sunny Florida where the temperatures should be about 80 degrees but where discussions of “hot” relate strictly to investments.