Author: Anu Heda

Best Blogs of the Week

Posted by Anu Heda on May 06, 2013, in Best Blogs of the Week , tagged with ,

This week’s best posts present helpful materials advisors could share directly with clients. It’s that straightforward.

Russell – This post has a helpful chart and shows returns by asset class.

Russell – This post provides intra-month peak-to-trough (some serious hyphenation there) performance of the Russell 1000 in 2012. That’s useful to remember that rising markets don’t do so in a straight line.

Wells Fargo – This Q&A answers questions related to prevalent notion (across news outlets) that equities must be heading downwards. Right?

Best Blogs of the Week

Posted by Anu Heda on Apr 29, 2013, in Best Blogs of the Week , tagged with ,

Two interesting posts this week related to investment process.

  • AllianceBernstein – Helpful post walking through a macroeconomic condition and how that condition is translated into investment.
  • Oppenheimer – This post is the beginning of a 5-part series on the US economy (primarily equities)

Best Blogs of the Week

Posted by Anu Heda on Apr 22, 2013, in Best Blogs of the Week , tagged with ,

Crazy week. Blogs obviously not very important given the situation last Monday and Friday. We have two posts that are pretty fantastic, including one from a new firm: Invesco.

  • BlackRock – Nice, concise post on rotating through fixed income categories.
  • Invesco – Helpful post for FAs discussing interest rates with clients.

Best Blogs of the Week

Posted by Anu Heda on Apr 08, 2013, in Best Blogs of the Week , tagged with , ,

This week had a strong contingent of thought-provoking, investment blog posts. These were difficult to choose. The industry’s blog posts are much better today than 12 months ago.

  • Columbia – Duration is a critical topic for yield seekers. This post is helpful for an FA having that discussion.
  • Pioneer – This post does a nice job of starting the discussion on what’s’ next for Europe and how does that impact the American investor.
  • Vanguard – The ETF expense chart in this post is helpful.