Theory & Strategy

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  Longevity Is Killing Us: BlackRock’s Larry Fink

  By Joyce Hanson, AdvisorOne  |  May 10, 2013

  BlackRock CEO Larry Fink is calling on government and business leaders to make the retirement funding crisis a national priority.

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  ‘Modern Portfolio Theory Is Dead’: Sierra’s David Wright

  By John Sullivan, AdvisorOne  |  May 9, 2013

  David Wright might be soft-spoken with a professorial tone, but he didn’t hold back with his controversial comments at NAPFA’s Spring Conference 2013 about future trends and where the markets are headed.

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  8 Really Bad Investments That Lost a Bundle

  By Dan Berman, AdvisorOne  |  May 7, 2013

  Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.

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  Futurist Lowell Catlett Closes FPA Retreat With Laughs

  By John Sullivan, AdvisorOne  |  May 7, 2013

  Catlett claims the price of eating and owning a home has never been lower.

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  Three Reasons for Sector Investing via ETFs

  By Ronald Delegge, ETFguide.com  |  May 5, 2013

  The industry-focused strategy can help investors reduce market risk and improve cash flow.

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  5 Strategies for Today’s Fixed-Income Market

  By Janet Levaux, AdvisorOne  |  May 3, 2013

  There are several steps investors and their advisors may want to consider to counter the possible impact of rising interest rates, Nate Carlon of Burnham Gibson says.

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  2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.

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  One Major Reason to Include Real Assets in a Portfolio

  By John Sullivan, AdvisorOne  |  May 2, 2013

  A 2% annual inflation rate means that a dollar today will have purchasing power of $0.55 30 years from now.

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  Freakonomics’ Levitt Addresses Reinhart-Rogoff Mistake at Envestnet Summit

  By John Sullivan, AdvisorOne  |  May 2, 2013

  Steven Levitt said of the mistake in the widely cited work, “I’m incredibly suspicious of academics in policy decision-making.”

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  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.