Best Blogs of the Week

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.

Best Blogs of the Week

Posted by Anu Heda on Aug 06, 2012, in Best Blogs of the Week , tagged with , , , ,

After a not-so-restful week in beautiful Colorado (long story), we resume the best blogs of the week by reviewing the last two weeks together. Not surprisingly, most blogs covered the Federal Reserve Bank and their decision (to do nothing). We found one post that’s particular interesting on that front. Augmenting that post are a few interesting pieces that appeal to a wide range of advsiors.

  • BlackRock – This post presents different investing opportunities related to the real estate recovery. That is an interesting topic and one many FAs hear about from their clients.
  • Columbia – This post makes a quick case for U.S. equities and is compelling enough to download the full report.
  • Pioneer – This post does an excellent job of covering the Fed’s inaction.
  • Russell – Two things we love: word clouds and defining alternatives. This post includes both.
  • Wells Fargo – The Q&A about the fiscal cliff does a nice job of simplifying asset allocation in a scenario we’re becoming evermore familiar with.