Theory & Strategy

• When Bad Things Happen to Good Portfolios—And What to do About It

  By John Sullivan, Advisorone  |  May 25, 2012

  Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?

• 

  10 Key Issues to Watch in China’s Future

  By John Sullivan, Advisorone  |  May 24, 2012

  Audience members at the “Best of IMCA” seminar series in Denver were once again reminded that they’ll soon report to their Chinese overlords.

• 

  Hey, Facebook. Here’s 3 Reasons Why You’re No Google

  By John Sullivan, Advisorone  |  May 22, 2012

  For those buying Facebook stock, there are important differences between the two companies that will make Google-like returns tough to achieve.

• 

  S&P’s Stovall: Investors Have ‘Dueling Fears’

  By John Sullivan, Advisorone  |  May 21, 2012

  Amid the Greek turmoil, Stovall sees “tasty morsels” for those with an appetite for risk.

• 

  Not a Pretty Picture: Mixed Results for Recent Art Sales

  By Ed McCarthy, CFP  |  May 21, 2012

  Results of an auction in April show art returns falling behind the S&P 500, though they had strong returns for the past 12 months.

• 

  Facebook Frenzy Is About Separating Fools From Their Money: News Analysis

  By Gil Weinreich, AdvisorOne  |  May 18, 2012

  The clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebook’s founders would be even richer than they thought and that “investors” would wind up with mediocre results.

• 

  DoubleLine’s Gundlach: ‘We Don’t Like the Short End of the Curve at All’

  By John Sullivan, Advisorone  |  May 18, 2012

  The legendary fixed-income manager Jeffrey Gundlach, CEO of DoubleLine Capital, joined Tom Keene on Bloomberg TV’s Surveillance Midday to discuss Europe, alpha and possible Fed moves.

• 

  Shorting Facebook: Nerves of Steel or Simply Stupid?

  By John Sullivan, Advisorone  |  May 18, 2012

  As the hysteria continues over the most expensive technology IPO in Wall Street history, certain investors are laying the groundwork for a Facebook short.

• 

  Americans Reluctant to Invest in Equities: Franklin Templeton

  By John Sullivan, Advisorone  |  May 17, 2012

  Despite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.

• 

  Advisors Reject Buy and Hold, 60/40 Stock-Bond Allocations

  By Gil Weinreich, AdvisorOne  |  May 15, 2012

  The financial crisis, with its steep market drops and repressive 0% interest rates, may have claimed one more victim: advisor confidence in traditional investing approaches.