Theory & Strategy

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  Hedge Fund Manager Paulson to Start Fund for Tax Reduction

  By John Sullivan, AdvisorOne  |  April 12, 2013

  In an era of increasing debate over income inequality, Occupy Wall Street and higher taxes for the wealthy, some are critical of John Paulson’s latest move.

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  WisdomTree to Offer Japan Small-Cap Hedged Equity Fund

  By Marlene Y. Satter, AdvisorOne  |  April 12, 2013

  Products introduced over the last week include a small-cap ETF from WisdomTree and three mutual funds from Westwood Holdings Group.

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  Estate Planning in the Age of Obama

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 9, 2013

  With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.

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  PIMCO’s Gross Calls Liquidity Action ‘Monetary Red Bull’

  By John Sullivan, AdvisorOne  |  April 8, 2013

  The always-colorful Bill Gross employed an energy drink metaphor to describe recent action from the world’s central banks.

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  After Stockton, Economist Sees More Pain in California and Beyond

  By Gil Weinreich, AdvisorOne  |  April 5, 2013

  For a broader look at the municipal finance crisis affecting California and the nation, AdvisorOne spoke with Bill Watkins, a veteran economic forecaster.

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  What Makes a Great Investor? Bill Gross Finds Clues in Michael Jackson

  By James J. Green, AdvisorOne  |  April 4, 2013

  Does the investing epoch make the man, or vice versa? Even “great” investors miss serious flaws when they look at “The Man in the Mirror,” PIMCO’s Gross writes.

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  Top 10 Richest Colleges for 2012—The Biggest Endowments

  By Dan Berman, AdvisorOne  |  April 2, 2013

  After a big year in 2011, these 10 colleges’ funds rose at a much slower rate last year.

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  Price Forecasts in the Media: a Lousy Way to Invest

  By Joyce Hanson, AdvisorOne  |  April 1, 2013

  “I often hear advisors say their clients are contrarian indicators,” Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.

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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.

• Portfolios, Planning & the Pursuit of Perfection

  By Bob Seawright, Madison Avenue Securities  |  April 1, 2013

  A look at how advisors can do a better job at giving clients what they really want from a financial advisor.