Theory & Strategy

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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.

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  My Conversation With Harry Markowitz: MPT and Behavioral Economics

  By Bob Clark, AdvisorOne  |  May 2, 2013

  The father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.

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  2013 SMA Managers of the Year Revealed at Envestnet Conference

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The 2013 SMA Managers of the Year were announced at Envestnet’s 2013 Advisor Summit Wednesday afternoon in Chicago.

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  Gaming Steroid-Free Markets: What’s an Advisor to Do?—Searching for Alpha for May 2013

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

  So if hedge fund managers can’t outperform in these market conditions, better revisit your diversification strategy.

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  ‘Black Swan’ Author Says Market ‘Fragility’ More Important Than Risk

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The opposite of fragility is the acceleration of harm, which eventually leads to Black Swan events, Nassim Taleb tells IMCA attendees.