Best Blogs of the Week

Best Blogs of the Week

Posted by Anu Heda on Jul 25, 2011, in Best Blogs of the Week , tagged with , ,

This week’s list begins with a topic on everyone’s mind: the national debt.  Additionally, we found two interesting blog posts that comment on the S&P (very differently).

  1. Wells Fargo – This post covers the concept of sustainability – who much debt can the US manage?
  2. BlackRock – The author makes a compelling case to consider Mega Caps (larges 100 of the S&P) and why they may be set for higher returns than the broader index.
  3. Virtus – Unlike the prior case, this post uses technical data to show how “directionless” the S&P is this month.

 

Best Blogs of the Week

Posted by Anu Heda on Jul 18, 2011, in Best Blogs of the Week , tagged with ,

This week’s best blogs includes one post just over a week old, information from investing legend, Jeremy Grantham, and a view on US monetary policy (two from Wells Fargo this week).

  1. Vanguard – This post readdresses an important US issue – can I work longer to fund an underfunded retirement account?  There’s definitely merit to working into retirement, but the author presents a good case for saving more, earlier in your career.  That’s a message FAs value asset managers corroborating.
  2. Wells Fargo Advantage Funds – This post shares a bit about Jeremy Grantham of GMO.  We’ve heard his name and GMO from our clients in insurance to asset management to aspiring hedge funds.  He’s well-respected and this blog provides insight into the perception of Jermey Grantham.
  3. Wells Fargo Advantage Funds – This post provides great color commentary on relevant current events.  With the end of QE2, the debt limit, & governmental strife, it’s important for FAs to have a series of opinions and thoughts to share with clients.  I can only imagine the concern many clients feel today.

Best Blogs of the Week

Posted by Anu Heda on Jul 11, 2011, in Best Blogs of the Week , tagged with , ,

This week’s blogs include continued thought on QE2 along with two posts touching on inflation.

  1. Wells Fargo Advantage Funds – Adam makes an excellent case for the value in signaling the end of QE2 long in advance.
  2. US Funds – In our continuing work with advisors, more are bringing up commodities and global markets than they were three years ago.  This post ties three important investing topics together: iron, inflation, and India.
  3. American Century – This post shares possible causes to the lower-than-expected US inflation rate.  (stylistic note: I love industry blog posts organized like this; good topic, clear position, supporting points sprinkled with graphics.)

Best Blogs of the Week

Posted by Anu Heda on Jul 05, 2011, in Best Blogs of the Week , tagged with , ,

Last week had a tremendous amount of blog activity.  Wells Fargo had 10 blog posts alone.  This week’s best blogs cover a wide range of topics, from investor sentiment to QE2.

  1. Wells Fargo Advantage Funds – This post describes the ending of the 2nd quantitative easing program.  James Kochan presents a case that nobody really knows if QE2 was successful and how this program impacted markets around the world.
  2. Russell – This post presents an excellent review of bullish versus bearish outlooks from the many money managers Russell works with.  Not only that, but Russell goes on file to declare QE2 a success and lists some reasons why.
  3. BlackRock – I’m a fan of case studies and Noel Archard presents a pretty straight-forward one on ETFs & short squeezes.  A short squeeze is something brought up now and then and he does a good job showing how short squeezes are unlikely to happen in an ETF.

Best Blogs of The Week

Posted by Anu Heda on Jun 27, 2011, in Best Blogs of the Week , tagged with , , ,

This week’s best blogs includes a newcomer,  US Funds, and two list regulars.

  1. US Funds – This post explains the relationship between gold bullion and gold equities.  Though a bit long-winded, the write shares some valuable information and intuitive relationships between bullion and firms.
  2. BlackRock – I like posts that take a high-frequency news item and relate the issue to investors.  I can imagine many FAs valuing this post because it relates current economic and political uncertainty to investments.
  3. Vanguard – The post itself – get college graduates to save immediately – isn’t that interesting.  The video linked from it is interesting.  For advisors with clients with children in college, this video is a 90 second refresher on typical students’ perspectives.  That can be helpful in discussing investing with those clients and how-to speak to their children about the topic.