Columbia Threadneedle

Best Blogs of the Week

Four posts this week covering topics from taxes to SMID.

  • AllianceBernstein – Nice insight into what carries the Russell 2000.
  • Columbia – Though personally I’m tired of reading about high-yield munis, this simple chart is compelling and easy for an advisor to utilize in client conversations.
  • Putnam – A simple illustration about the 2013 tax changes can be helpful in client conversations.
  • Russell – This post is the start of a series. And the point is dispel the conventional wisdom around investing in 4 and 5-star funds. I’m in.

Best Blogs of the Week

This week’s blogs all take a specific stance within the first three sentences. We think that leads to effective FA support in thought leadership especially when intertwined onto current events/topics.

  • Columbia – This post paints the case for global emerging markets eloquently.
  • Oppenheimer – The author has a clear opinion on one of the world’s most important currency.
  • Wells Fargo – This post is a Q&A related to allocating within a fixed income allocation and then relative to equities.

Best Blogs of the Week

So are we done with the fiscal cliff? Not totally it seems. But we can expect next week’s news to fill up with debt ceiling discussions. Joy! This week, four interesting posts that are easy to relate with and easy to share with clients.

  • BlackRock – This post provides three upcoming dates related to the fiscal cliff. Probably good for an FA to jot down.
  • Columbia – This post provides an actual stance on expected 2013 US GDP growth and implications from that growth.
  • MFS – Nice anecdote about real estate in London and the personal capital flight from around the world.
  • Russell – My favorite post; the first table shows the folly of prediction.

 

Best Blogs of the Week

We’re providing a bevy of blogs to end 2012.

  • AllianceBernstein – This post provides a few good points in retrospect and learning from 2012.
  • BlackRock – Will interest rates rise in ’13? Read the post.
  • Columbia – This little-too-dense post provides great insight about yield looking forward. It’s easy to understand the author’s point of view and incorporate that into an investment process.
  • Putnam – Everyone knows that social security payments is eating the government. Bob Reynolds posts a succinct article on the topic with hopeful actions.

 

Best Blogs of the Week

While the industry’s blogs continue to load up on fiscal cliff, this week’s best includes only a single reference.

  • AllianceBernstein – Seth Masters directs this post directly to endowments and foundations. Selecting an institutional sub-segment is highly rare and this post is straightforward and effective.
  • BlackRock – This post shares important dates in December relative to the fiscal cliff.
  • Columbia – Via a very simple infographic, this post describes the difficulty in timing the market and why the end investor’s consideration might be more effectively categorized via risk. It’s a solid post for any FA to share with a client when asked the question (and it’s asked often): should we get back into equities now?