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Articles - Advisor Perspectives

Will Re-Defaults of Mortgage Modifications Undermine Housing Markets?

Much has been written about residential mortgage modifications, yet hardly anything has been said about the problem of re-defaults on modified mortgages. In large part, this is due to the paucity of accurate data about borrowers re-defaulting. It is time to clearly lay out how extensive this problem really is, what it means for mortgage markets and the dangers it poses for investors.



POSTED JUNE 18, 2018 8:30 AM
How to Avoid Taxes with Highly Appreciated Securities

Of the two certainties we face – death and taxes – only taxes can be purposefully delayed or avoided altogether. Here are some ways to do that with highly appreciated securities.



POSTED JUNE 18, 2018 7:57 AM
The Battle of the Passive Strategies

My first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, was first published 20 years ago, in May 1998. With its 20th anniversary in mind, let’s see how my recommendations worked out for investors who followed them.



POSTED JUNE 18, 2018 7:44 AM
The evolution of Vanguard Advisor’s Alpha®: From portfolios to people

Steps financial advisors can take to build deeper trust with clients as change occurs within the financial advice industry.



POSTED JUNE 18, 2018
Lessons from the North Bay Fires

Californians live in fear of a devastating earthquake. But homeowners are far more likely to suffer a loss from a fire or even a sewer backup. The proper insurance protects against those losses. But, according to Brian Trouette, many homeowners lack sufficient coverage.



POSTED JUNE 17, 2018 9:30 AM
Why Advisors Should Never Write Books

I've yet to meet an advisor who I wished had written a book.



POSTED JUNE 14, 2018 2:46 PM
In Defense of the Value Premium

Based on the logical, risk-based explanations for the value premium, and the lack of evidence pointing to shrinking valuation spreads, my conclusion is that the most recent 10 years of performance is likely just another of those occasionally occurring but fairly long periods in which the value premium is negative.



POSTED JUNE 14, 2018 10:30 AM
Gundlach: Federal Debt is on a Suicide Mission

The federal deficit and the cost to service that debt are rising at the same time. This historical anomaly is putting the U.S. on a “suicide mission,” according to Jeffrey Gundlach.



POSTED JUNE 13, 2018 12:42 PM
Cutting-Edge Research from Harvard on Converting Prospects

Harvard University has been the source of many great ideas. A 2012 study revealed the key concept that I have used to help advisors growth their practices. Its findings were expanded by just-released research from the university.



POSTED JUNE 13, 2018 8:27 AM
How to Sell Without Being Salesy

When I ask an audience of advisors who wants to be a better salesperson, the room goes silent. I often say “sales” is not a four-letter word (it is five!).



POSTED JUNE 13, 2018 8:21 AM

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