Articles

Articles from our Weekly Newsletters

10 Macro Themes to Watch in 2020

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.

December 2019 SPIVA Persistence Scorecard

Since 2002, S&P Dow Jones Indices has published its SPIVA reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that focus on persistence of performance. Here are the latest results.

It’s Time to Upgrade Your Wardrobe

New research confirms that more formal, expensive clothes consistently convey positive images of competency and trustworthiness than a less formal, cheaper wardrobe.

How to Use Tax Planning to Grow Your Practice

Advisors can provide tax-planning services to grow their client base and provide more value to the people who trust them with their hard-earned money.

A Marketing Lesson from a Wildly Successful Gas Station

The stories of Sheetz and Wawa and how they shifted the focus of their brands offer a fantastic marketing lesson to every financial advisor.

A Lesson for Advisors from Tiger Woods

Advisors have at least one thing in common with great athletes. Failing to acknowledge and correct a glaring weakness in their skill set will lead to their undoing.

Diversity for the Sake of Diversity?

We recently hired a female advisor because our founder is focused on “diversity.” But she had a questionable track record at another firm, left there on bad terms and has rubbed people the wrong way. What do you think about this trend toward diversity for the sake of diversity?

Smoking Hot Eyewear for 2020

Life is too short for a boring style. Eyeglass frames are a highly neglected aspect of your branding. Upgrade your eyeglass frames in 2020 and you’ll set yourself apart, give your look more personality and get more attention.

A Bit About Bob

Venerated Voices™ 2019 Rankings

Advisor Perspectives has announced its Venerated Voices awards for commentaries published in 2019.

The Dice Man Cometh

Of all the arguments put forth by market pundits and talking heads about the coming end of the current bull market, the weakest is that it is “long in the tooth.” I get this argument, but it doesn’t make sense. Other bull markets have lasted far longer than this one.

What is Good Government, and Why Is It So Rare and Precious?

Navigating between the despotic extreme of authoritarianism and the unbridled liberty of anarchism is the challenge of society in its quest for good government. A new book looks at the choices facing policymakers to achieve the proper balance and to improve the prospects of those countries outside the “narrow corridor” of effective governance that lies between those extremes.

Advisor Perspectives Ranked as Top Newsletter for Financial Advisors

Advisor Perspectives has been ranked as the most-read electronic newsletter by financial advisors in 2019, based on the annual media survey conducted by Erdos and Morgan.

The Enterprise Multiple and Expected Returns

Quantitative value investors have traditionally relied on price-to-book as the metric to classify stocks. But new research shows that price-to-enterprise value is a more powerful tool to construct portfolios. That research also sheds light on the question of whether the value premium is risk- or behaviorally-based.

Investment Lessons from 2019

Every year, the markets provide us with lessons on prudent investment strategies. Many times, markets offer investors remedial courses, covering lessons it had taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t yet know.