MFS

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 Jul 09, 2012, in Best Blogs of the Week , tagged with , , ,

Four posts that cover four different topics.

  • BlackRock – This post covers three reasons to increase high yield bond exposure. Agree or not, yield is on the mind of many and this supports a healthy dialogue between FA and investor.
  • MFS – Jim Swanson in Spain and futbol on the radio; what could be better? This post covers the Spanish banking crisis in a small, digestible format (always helpful for FAs).
  • Russell – This post had me at mean variance optimization. More specifically, the author relates investing to the typical life situations many investors live through.
  • Wells Fargo – It’s rare to find investment commentary, market insights, or blog posts favoring health care investing. This post makes a reasonable case in a few paragraphs (and then delves into the energy sector).

Best Blogs of the Week

Posted by Anu Heda on May 21, 2012, in Best Blogs of the Week , tagged with , ,

Diversification and beyond! This week’s best considers diversification, preferred funds, and Greece.

  • BlackRock -In our recent marketing and product work, there’s been a recent uptick in discussing preferred stock as an attractive position in the capital structure. I imagine FAs are hearing a bit about it and this post provides some of the counter-argument.
  • Columbia – This post explains the cause of and effect of a diversifying asset class and significant inflows (to said asset class). This is great fodder for an FA to consider when re-balancing clients’ portfolios.
  • MFS – Greece? Don’t worry, but worry about precedent re: Italy, Spain, & Portugal. That’s a helpful nugget for FAs getting anxious client phone calls.

 

Best Blogs of the Week

Posted by Anu Heda on Mar 19, 2012, in Best Blogs of the Week , tagged with , ,

A big rally last week has the Dow well over 13,000 and firms blogging about it. We selected two interesting takes on the upswing and a post providing a framework on selecting technology investments.

  • Columbia – I enjoyed the way this post explains investing in technology stocks.
  • MFS – This post provides three reasons to be optimistic about the current equity market upswing.
  • Pioneer – The author provides an interesting way to look at the market performance. This post speaks well to the FA with still-nervous clients.