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Articles - Advisor Perspectives

Don't Ride Out the Storm: Why You Can and Should Time Volatility

What should investors do when confronted with market volatility? The conventional wisdom couldn’t be clearer: Ignore it. But new research says that is wrong and that investors should instead decrease their equity exposure.



POSTED DECEMBER 17, 2018 12:26 PM
What’s Behind the Shrinking Public Equity Market?

One of the most remarkable trends in the financial markets has been the decline of publicly traded U.S. equities. About half as many stocks are listed as there were 25 years ago. What is driving this phenomenon and what are the implications for investors?



POSTED DECEMBER 17, 2018 12:23 PM
Tyler Cowen: Economic Growth and the Debt We Owe to Our Distant Future

The chief goal of society should be to maximize wealth, according to Tyler Cowen. Pursuing that goal has delivered everything from nutritious and abundant food, to air conditioning and smartphones in the developed world, and those benefits are spreading rapidly to the developing world. The challenge is how societies can embrace and implement that goal. If those challenges are overcome, the benefits to globally diversified equity investors will be substantial.



POSTED DECEMBER 17, 2018 12:07 PM
The Difference Between SRI and ESG Investing

You can come to more meaningful conclusions on performance with ESG and SRI, but you have to make distinctions between the two to do so. Many practitioners lump ESG and SRI together but they are in fact quite different.



POSTED DECEMBER 17, 2018 11:58 AM
Joe Duran’s Long-Term Vision for United Capital

Joe Duran is the CEO and a founding partner of United Capital, one of the largest independent wealth management firms in the country, and the nation's first and largest financial life management company. In this interview, he discusses how he is opening up his technology for other advisors to use and his vision of the long-term future for his firm.



POSTED DECEMBER 17, 2018 11:40 AM
Northern Trust: The Six Themes that Will Drive Markets

Bob Browne is an executive vice president and chief investment officer for Northern Trust, which had $1.1 trillion in assets under management as of September 30, 2018. In this interview, he discusses his firm’s capital market outlook and the six themes that will drive investment returns over the next five years.



POSTED DECEMBER 17, 2018 11:31 AM
Southeastern: A Compelling Time to Invest Outside the U.S.

Josh Shores serves as a principal and director of Southeastern Asset Management, Inc. He is a manager of the Longleaf Partners International Fund (LLINX). In this interview, he discusses why the biggest, broadest and deepest opportunity set for investing is outside the U.S.



POSTED DECEMBER 17, 2018 9:24 AM
Vanguard: Watch out for the factor-based roller-coaster ride

Roller coasters usually come with padded steel bars that lock and protect the rider. But factor funds, just like traditional active funds, do not come with similar safety features.



POSTED DECEMBER 17, 2018
The Rising Risks in Municipal Bonds

Investing in municipal bonds is riskier than many investors may perceive, with last year’s $74 billion default by Puerto Rico providing a reminder.



POSTED DECEMBER 13, 2018 10:01 PM
New Ways to Make Money in 2019

The way advisors are getting compensated is changing and this creates opportunities to expand your firm. To make more money in 2019, that means – you guessed it – leveraging technology to the max.



POSTED DECEMBER 12, 2018 3:54 PM

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