Buy Farmland, Gold and Run for the Hills, says Dr. Doom  

Feb 22, 2010,

By David A. Geracioti, VonAldo.com

Dr. Marc Faber, who predicted the 1987 crash and the recent financial crisis, is predictably gloomy. Buy farmland, gold and head into the country to avoid a "dirty" war, he told a conference. For more, please go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti....

How To Size Up An ETF 

Feb 19, 2010,

By Stan Luxenberg

The best ETFs are cheap to buy, easy to trade and benchmarked to quality indices. ...

SRI Funds Beat The Market  

Feb 1, 2010,

By Christina Mucciolo

The Curtain Lifted 

Feb 1, 2010

Hedge funds may be secretive, but alternative mutual funds, their (distant) cousins, are not....

China ADRs Soar 

Feb 1, 2010,

By Kristen French

The graph below measures the performance of the Shanghai Composite Index against a basket of Chinese ADRs selected by Bespoke Investment from Jan. 2,...

60 Seconds 

Feb 1, 2010,

By Kristen French

with Paul Hickey of Bespoke Investment Group on China ADR performance. ...

The Price Is NOT (Always) Right 

Jan 26, 2010,

By Brad Zigler

Fundamental index ETFs have been around for nearly five years now. Have they lived up to their claims that they avoid overpriced stocks? ...

Lost Decade? Not For Fundamental Indexing  

Jan 22, 2010,

David A. Geracioti, VonAldo.com

A recent study says says it paid to use fundamental indexing in the decade of The Aughts. Rather than losing money, you would have earned a small return. ...

A Hedge Fund Resurgence 

Jan 8, 2010,

By Halah Touryalai

After a painful year in 2008, some advisors and investors are falling back in love with hedge funds, but the terms of the relationship are changing. ...

Responsible Investing, Redux 

Jan 1, 2010,

By Lisa A. Cohen

Should investors really factor non-business metrics into their investments?...

Bring in the Clones 

Nov 1, 2009,

By Mebane Faber

Picking outperforming stocks is difficult. But you can mimic the stock picks of the world's best investors by following Form 13F filings....

Correction 

Oct 1, 2009

In a story titled, Managing Managed Futures, in our September issue, there were errors in Tables 1 and 4, on pages 67 and 68. In Table 1, all of the returns...

Managing Managed Futures 

Sep 1, 2009,

By Ryan Davies

Managed futures have been getting a lot of attention lately. Here’s what you should know before you consider them for clients...

Morgan Stanley Analyst Says China Bubble Will Burst 

Aug 4, 2009,

By John Churchill

There is a growing chorus of analysts and money managers who say that China is bubble that is bound to pop....

Mattress Millionaire 

Jul 1, 2009,

By Christina Mucciolo

There's a frantic search under way in Israel for a mattress that's worth $1 million...

Everything You Know About Asset Allocation Is Wrong 

Jul 1, 2009,

By John Churchill

The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios?...

Editor's Letter: Fat Tails and MPT Hecklers 

Jul 1, 2009,

By David A. Geracioti, Editor-In-Chief

An Alternative Approach 

Jul 1, 2009,

By Kristen French

Last year changed the landscape for hedge funds and other alternatives...

Advisors: Most Firms Not Worthy of Trust 

Jun 1, 2009,

By John Churchill

In the eye of the worst global economic storm since the Great Depression, financial advisors say all types of financial service firms lack trustworthiness....

Positive Returns Hard To Come By? Absolutely! 

Mar 1, 2009,

By Brad Zigler

Absolute return” sure sounds good, but…...

Return on Tarp 

Mar 1, 2009,

By David A. Geracioti

If only financial institutions could invest as smartly as they contributed to Congressional and presidential campaigns, why, there would be no economic crisis at all...

Bottom-Feeding REITs 

Feb 1, 2009,

By Jennifer Popovec

Investing in non-traded REITs that are raising money to buy (discounted) properties may offer substantial total returns five to seven years hence...

Short Selling Made Easy 

Feb 1, 2009,

By Stan Luxenberg

Hedging with ETFs....

It's Buy Time 

Jan 1, 2009,

By Stan Luxenberg

Some of the best fund managers say stocks are now a bargain....

The Price Is Right 

Dec 1, 2008,

By Jennifer Popovec

Last month, as Wall Street was melting down and the global stock markets were crashing, I gave my parents some investing advice: I told them to invest...

"Principal Protected" Products Weren't 

Nov 1, 2008,

By John Aidan Byrne

Some Clients Are Suing...

Gurus: When It's Time To Buy, You Won't Want To 

Nov 1, 2008,

By David A. Geracioti

Inveterate contrarian and former “perma-bear” Steve Leuthold is bullish. ...

Promises Will Be Broken 

Nov 1, 2008,

BY Addison Wiggin

Are you factoring future Social Security payments into your clients’ financial plans? Bad idea. ...

Thinking Outside The (Style) Box 

Oct 1, 2008,

By Stan Luxenberg

Investing orthodoxy stipulates that advisors should choose fund managers who don’t stray from their investing style...

Brokers Charged In Fraudulently Selling $1bn Of ARS To Retail Clients 

Sep 3, 2008,

By John Churchill

In the first case of its kind, the SEC announced today that it has charged two individual financial advisors with fraud related to the sale of more than $1 billion in auction-rate securities....

Mutual Funds: Planes, Trains and Utilities 

Sep 1, 2008,

By Stan Luxenberg

Water utilities, toll roads and airports are steady revenue generators, despite a slowing economic climate....

Gurus: Blame The Gub’ment? 

Sep 1, 2008,

David A. Geracioti

A controversial economist says government attempts to increase home ownership are at the root of the sub-prime mortgage mess....

ETFs: Dollar Damage 

Sep 1, 2008,

By Brad Zigler

A controversial economist says government attempts to increase home ownership are at the root of the sub-prime mortgage mess....

Generations 

Sep 1, 2008,

By Kevin McKinley

Sometimes it’s in your clients best interest not to advertise the charitable donations they make....

Fund House: In Search of Alpha And Good Pricing 

Sep 1, 2008,

By Lisa A. Cohen

Not satisfied with having ushered in a new era of efficient, low cost, investment-savvy pooled investment products, ETF issuers insist on trying to reengineer their own (already pretty darn good) invention....

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Clients, The New Breakaways

First there was the breakaway broker. Now RIAs are grabbing another kind of breakaway, the disgruntled wirehouse client.

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The American Dream Planner 

The American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Personal Edition is intended for individuals with current estates of less than $3-5M. ...


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