Blogs

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  The Liquidity Curse—Searching for Alpha for February 2013

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

  No one wants what anyone can have. Such is the case with free-flowing injections of money into the financial system.

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  How Do You Plan for Clients When You Can’t Trust the CPI?

  By Bob Clark, AdvisorOne  |  January 23, 2013

  Peter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.

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  How’d I Do? 2012 Performance of My Top Mutual Funds and ETFs

  By Mike Patton  |  January 21, 2013

  Using my Fiduciary Scorecard tool, I assess how well my chosen mutual funds and ETFs performed last year in their peer groups.

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  How Advisors Can Correctly Use Fund Strategist Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  January 8, 2013

  This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.

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  Don’t Accept the Inefficiencies of Manual Data Entry

  By James Carney, ByAllAccounts  |  January 8, 2013

  Using the artificial intelligence in data aggregation software, you don’t have to limit your investment offerings nor put your competitive standing at risk.

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  U.S. Fiscal Policy and the Debt Ceiling: A Troubling Scenario

  By Mike Patton  |  January 7, 2013

  Raising the debt ceiling is neither inherently good nor bad, but in a slow-growth economy, can we continue to service our growing debt?

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  What the Movement of the VIX Tells Us About Investing

  By Mike Patton  |  January 4, 2013

  With the cliff behind us, a reminder that when investing in stocks, patience is truly a virtue.

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  Is a Higher VIX the New Normal?

  By Ron DeLegge, ETFguide.com  |  January 3, 2013

  What to look for and how to invest in trends affecting this volatile indicator during 2013.

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  Forget Zero-Sum: Much of Life and Economics Is Win/Win

  By Bob Clark, AdvisorOne  |  January 2, 2013

  If our legislators and regulators realized this, we would all be much better off.

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  2013: The Year of Trading Dangerously—Searching for Alpha for January 2013

  By Ben Warwick, Quantitative Equity Strategies  |  January 2, 2013

  The markets this year will be dominated by politics: expect panic sell-offs, but hew to the long-term view in building sensible client portfolios.