Author: Anu Heda

Best Blogs of the Week

Posted by Anu Heda on Sep 04, 2012, in Best Blogs of the Week , tagged with , , ,

Another week and another newcomer to the best blogs of the week. This week it is Oppenheimer. With the first presidential convention under way, this week included numerous blog posts linked to the November elections. I’m sure we’ll continue to see more posts up to the election (and probably afterwards). In this review, we included two posts with links to government.

  • AllianceBernstein – This post describes the differences between an Obama and Ryan budget plan. As advisors receive greater inbound questions, similar posts will help shape those advisors’ answers.
  • BlackRock – Simply a fantastic infographic.
  • Franklin Templeton – The driest of the four, this post provides practical input on risk management when overseeing a portfolio.
  • Oppenheimer – This post discusses the impact of Chairman Bernake’s reappointment by President Obama’s in 2010 and the importance to consider the effect of a change.

 

 

 

Best Blogs of the Week

Posted by Anu Heda on Aug 27, 2012, in Best Blogs of the Week , tagged with , ,

This week’s best blogs refresh a few topics, not covered often. The list includes a rare 529 sighting. Though an important investment vehicle, 529 plans rarely show up on industry blogs.

  1. JPMorgan – Making a first time appearance, this post shares easy-to-digest information about US returns versus non-US. The chart is a helpful reminder about how correlated global equity markets have been in 2012.
  2. Putnam – This post discussed the intersection of family trusts and 529 college savings. It’s probably an esoteric topic, but valuable to some advisors.
  3. Wells Fargo – This post challenges conventional investment wisdom succinctly.

Best Blogs of the Week

Posted by Anu Heda on Aug 20, 2012, in Best Blogs of the Week , tagged with , ,

“Fiscal cliff” has become a weekly occurrence. It’s joined by some theory and some practical answers.

  • AllianceBernstein – Is this argument convincing financial advisors of Dow 20,000?
  • BlackRock – This post shares Q&A from the iShares’ telephone support team. Most of the material is basic, yet still a good refresher.
  • MFS – Ahh, the fiscal cliff. This time there’s a bit of intelligent prognostication that may be helpful for an FA fielding calls on the topic.

Best Blogs of the Week

Posted by Anu Heda on Aug 13, 2012, in Best Blogs of the Week , tagged with ,

Only two posts made the grade this week, for very different reasons.

  • Columbia – This post provides a straightforward quantification to the fiscal cliff. Right or wrong, the methodology is a helpful framing of the potential situation.
  • Russell – This post addresses the widespread confusion related to defining alternatives. We get asked this question pretty frequently. I find it refreshing to see an asset manager address the complexities directly.