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Articles - Advisor Perspectives

What Your Compliance Officer Doesn’t Want You to Know

A compliance officer sits on the other side of every single blog I write for a client. Here’s the one thing they don’t want you to know.



POSTED MAY 20, 2019 10:44 PM
In Fed We Trust, Part 1

The purpose of the article is to define money and currency and discuss their differences and risks. It is with this knowledge that we can better appreciate the path that massive deficits and monetary tomfoolery are putting us on and what we can do to protect ourselves.



POSTED MAY 20, 2019 3:01 PM
Inflation-Linked SPIAs Are a Bad Deal

I recently traded emails with someone who is provably smarter than me. He was very interested in buying a SPIA with payments linked to inflation, which is also called a real annuity. Real annuities are often depicted as perfect for a retiree. But after obtaining some quotes and running an analysis, I concluded the idea was “nuts.”



POSTED MAY 20, 2019 2:55 PM
The Use and Misuse of the CAPE Ratio

The CAPE 10 provides us with valuable information (as do other current metrics). However, it’s important that the information be used in the right way, as misusing it can lead to bad outcomes and the failure of plans.



POSTED MAY 20, 2019 11:33 AM
A Better Model for ETF Product Development

There is simply no proof that outcomes have improved, or that risks have diminished from the proliferation of new ETF products. Instead, this has been little more than marketing to appeal to over-saturated advisors who desperately seek the next “story.”



POSTED MAY 20, 2019 9:29 AM
Gundlach: Corporate Bonds Could Be a Repeat of the Sub-Prime Crisis

A collapse in the corporate bond market could rival the sub-prime debacle a decade ago, according to Jeffrey Gundlach.



POSTED MAY 15, 2019 10:20 AM
Amazon’s Threat to the Insurance Business

Amazon, Google or someone else is going to disrupt the paper-mongering insurance industry.



POSTED MAY 14, 2019 8:40 AM
Our New Hire Keeps Making Mistakes

One of our analysts is making serious mistakes time and time again. Is it possible to change someone’s behavior?



POSTED MAY 14, 2019 8:32 AM
Gender Discrimination is Systemic

I’ve found compelling and troubling evidence that discrimination against women is more pervasive than I previously thought. It’s also subtle.



POSTED MAY 14, 2019 8:23 AM
How to Write Engaging Titles

There is a strategy for creating titles. Used properly, it cuts through the noise and gets your content noticed. Once someone reads your content, strategically chosen subheaders within the body of your post keep them reading.



POSTED MAY 14, 2019 8:16 AM

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