Best Blogs of the Week

Best Blogs of the Week

Not a large swath of great posts this week.

  • AllianceBernstein – The pendulum has swung to equities and this is a helpful, concise view into equities and where to search.
  • American Century – Volatility. Equities. In a chart. Not new but useful nevertheless.
  • Putnam – This is a bit of  a detour but still a useful post for FAs. Because politics come up so frequently, this post is helpful in clarifying the differences between the Senate and House budget plans.

 

 

Best Blogs of the Week

This week’s best posts are plastered with great charts and tables. FAs (like all us) gravitate towards them to decide whether we should read this blog post. Additionally FAs can reference these graphs/charts easily in conversations.

  • Columbia – Well Zach Pandl (pdf) had us with his first sentence. The post provides insight on a difficult (and common) decision, when to start slowing investment in fixed income, especially government bonds.
  • Russell – This post explains a straightforward answer process to the question: how much 401(k) invest is right for me?
  • Russell – Any chart that shows returns by asset class is immediately helpful in making the case for a balanced asset allocation model.
  • Vanguard – No surprise that the moral of the story is low-cost and diversified investing. Still the post is effective in supporting that discussion for the thousands of Vanguard-producing FAs.

 

 

Best Blogs of the Week

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.