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Vanguard Investments

September 18, 2019

Assessing The Value Of Advice

In this new paper, Vanguard researchers introduce a three-part framework for measuring the value of financial advice to investors based on portfolio, financial, and emotional outcomes. The paper uses data-driven metrics to illustrate the framework and highlight the breadth of what constitutes value in an advisory relationship.

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Invesco US

September 17, 2019

When It Comes To College, Think ‘Savings’ Over ‘Scholarships’

Here’s the reality, parents: While organized sports offer a great way for your child to learn valuable life lessons and develop their skills, they’re far from a scholarship guarantee. To truly set your child up for success, you have to start saving for college as soon as possible — and I believe a 529 plan can help.

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BlackRock

September 12, 2019

Portion Control Isn’t Just For Meal Time

What’s this all have to do with investments? There are investing lessons to be learned from portion control and macro-nutrients; macros are the protein, fat and carb building blocks of nutrition. Investors often miss the idea of portion control. We ought to think of our overall investment portfolios in different portion sizes. We ought to be disciplined about the “PPP” too: the portion’s portfolio purpose.

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Janus Henderson

September 12, 2019

Widen Your Competitive Advantage by Narrowing Your Niche

Shaking off complacency takes courage and creativity, often with the rewards seeming like more effort than they’re worth. As you take stock of your client base, it’s easy to focus on quantity rather than quality. For example, I coach an advisor who for the better part of a year had been stuck on one challenge. Every time we had a conversation, he would tell me that while his business was in fine shape overall he felt ambivalent toward a larger number of his clients than he would like.

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WisdomTree

September 12, 2019

Evaluating ETF Model Portfolios: The Dues & Don’ts

I previously wrote “Debunking the Myths of a Model Portfolio Approach,” exposing the difficulties of third-party due diligence as a myth. Let’s prove it by diving deeper into best practices for ETF model portfolio due diligence. Ask the right questions – Starting at the firm level, here are a few questions advisors should ask when evaluating model portfolio providers…

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Validea

September 3, 2019

What I Do With My Personal Portfolio

Every person is unique and everyone has many different factors that impact how they manage their money. I think looking at someone else’s portfolio is much more useful from the perspective of analyzing the thought process they use to arrive at what they own rather than a recommendation to own any of those things.

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BCMStrategy

August 29, 2019

How to Trade the News: Rule 5 – Be Relentless

Last week, Rule 4 (the role of economic data) mentioned in passing the importance of having a “mechanism for tracking news developments.” This week, we are going to dig into what this means exactly. Because trading the news requires being utterly and completely relentless in capturing new developments consistently, efficiently, and effectively.

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BCMStrategy

August 29, 2019

How to Trade the News: Rule 4 – Understand the Role of Economic Data

Economic data releases are always relevant and important. The key is to understand the relationship between specific data points and specific news-driven trading exposures. Data releases and the news cycle have an obvious symbiotic relationship. Data releases generate news cycles, as well as trading opportunities. You cannot ignore the data. Instead, you need a strategy for how to read data in the context of the news cycle. Welcome to Rule 4.

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BCMStrategy

August 29, 2019

How to Trade the News: Rule 2 – The Trend Is Your Friend

The markets have an old, valuable maxim: “don’t fight the tape; the market is always right.” The point is that as a trader you don’t want to get caught on the wrong side of momentum. It does not really matter if the fundamentals or the technical are pointing in a different direction. If the market is heading somewhere, as an individual investor you cannot change the direction of travel so you either have to follow the trend (e.g., invest in an index fund) or get out of the way (hedge or divest).

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Validea

August 27, 2019

Five Questions: Hidden Risks in Investing with Corey Hoffstein

Investing in the stock market is a risky activity. The obvious risks like losing a large portion of your portfolio during a bear market, or underperforming the market by a wide margin if you employ an active strategy can be more than many investors can handle.Given th high level of risk that is inherent in investing, it doesn’t make sense to take more risk than you have to.

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CME Group

August 21, 2019

We Haven’t Always Loved Tech Stocks

As the popularity of tech has increased in recent decades, acronyms like FAANG have been created to refer to the darlings of tech. Although the tech sector continues to reveal superior relative strength and it has outperformed the broader market, there have been time periods when investors have fallen out of love with tech. Here’s a look back at three pivotal points in Nasdaq Composite Index history that tell the story of our relationship with tech stocks.

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Validea

August 20, 2019

Five Questions: Lessons From Finance History with Jamie Catherwood

It is clear we can all benefit from some more knowledge about market history. And that is the focus on our interview this week. Jamie Catherwood is known as “the Finance History Guy” on Twitter. Despite just graduating college in 2017, he has used his deep knowledge of finance history and his impressive networking skills to amass over 16,000 Twitter followers (yours truly has barely crossed 1000). He also was recently hired as a Client Portfolio Associate at O’Shaughnessy Asset Management.

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