Author: Anu Heda

Best Blogs of the Week

Posted by Anu Heda on Mar 03, 2013, in Best Blogs of the Week , tagged with , ,

This week’s posts include a great graphic related to the sequester along with two valuable posts

  • American Century – This post provides helpful insight into the investment process. We often hear FAs discuss the need/desire to understand how different PMs decide to buy/sell before selecting their fund for a specific investment style. This post answers the sell part of that question effectively.
  • Putnam – Step back from the ledge! This is a valuable graphic about sequestration.
  • Russell – I enjoy the conventional myth – contradictory facts paradigm. I’m thinking many FAs do as well and this post effective discusses the facts on taxes related to passive investing.

 

Best Blogs of the Week

Posted by Anu Heda on Feb 25, 2013, in Best Blogs of the Week , tagged with , , ,

Four posts this week covering topics from taxes to SMID.

  • AllianceBernstein – Nice insight into what carries the Russell 2000.
  • Columbia – Though personally I’m tired of reading about high-yield munis, this simple chart is compelling and easy for an advisor to utilize in client conversations.
  • Putnam – A simple illustration about the 2013 tax changes can be helpful in client conversations.
  • Russell – This post is the start of a series. And the point is dispel the conventional wisdom around investing in 4 and 5-star funds. I’m in.

Best Blogs of the Week

Posted by Anu Heda on Feb 11, 2013, in Best Blogs of the Week , tagged with , , ,

Hopefully everyone (in the Northeast) is settling in with a fine coffee as you read this Monday morning. We have three high-quality posts from last week to share.

  • MFS – Swanson takes a contrary position regarding US corporate profits.
  • Putnam – Nice job providing correlations and (more importantly) implications.
  • Wells Farg0 – It doesn’t hurt to refresh understandings some times. And this post is a nice Q&A related to alternatives with a leading institutional alternatives manufacturer.