BlackRock

Best Blogs of the Week

Posted by Anu Heda on Jan 13, 2014, in Best Blogs of the Week , tagged with , ,

Three great posts all touching on investing. Many FAs receive the “what’s the plan for 2014?” call early in the year, so each of these posts provide input to consider in advance of those conversations.

  • BlackRock – Usually I steer clear of currency prognostication. Personally, I think the topic is too abstract and academic for most FA – client discussions. This post links (nicely) relates currency valuation to domestic equity valuations. Helpful.
  • Invesco – Nobody wants to talk healthcare right now. And when people do, the conversation becomes very personal, very quickly. This post suggests three sub-sectors for potential 2014 investment and common-sense logic/support.
  • Oppenheimer – Succinct post on their 60/40 allocation theory.

 

Best Blogs of the Week

Posted by Anu Heda on Dec 16, 2013, in Best Blogs of the Week , tagged with ,

We are starting to get the end of year posts that include topics such as tax harvesting, capital gains’ distributions, and the importance of financial planning. Interestingly, this week included additional posts related to the US equity markets. We’ve included one related to US equities and one on 2014 planning.

  • BlackRock – Helpful 5 considerations (for both FAs and investors) for 2014
  • Pioneer – Straightforward opinion on the US equity market

 

Best Blogs of the Week

Posted by Anu Heda on Dec 09, 2013, in Best Blogs of the Week , tagged with ,

Short week for the column and thus only two posts to share.

AllianceBernstein – Interesting post on how DC plan sponsors are considering volatility. If volatility-aware strategies become prevalent, then FAs may see increasing desire to discuss the topic with more clients.

BlackRock – This post provides helpful and timely input on the potential for irrational exuberance in today’s market