Russell

Best Blogs of the Week

Posted by Anu Heda on Mar 18, 2013, in Best Blogs of the Week , tagged with , ,

This week’s best posts are plastered with great charts and tables. FAs (like all us) gravitate towards them to decide whether we should read this blog post. Additionally FAs can reference these graphs/charts easily in conversations.

  • Columbia – Well Zach Pandl (pdf) had us with his first sentence. The post provides insight on a difficult (and common) decision, when to start slowing investment in fixed income, especially government bonds.
  • Russell – This post explains a straightforward answer process to the question: how much 401(k) invest is right for me?
  • Russell – Any chart that shows returns by asset class is immediately helpful in making the case for a balanced asset allocation model.
  • Vanguard – No surprise that the moral of the story is low-cost and diversified investing. Still the post is effective in supporting that discussion for the thousands of Vanguard-producing FAs.

 

 

Best Blogs of the Week

Posted by Anu Heda on Mar 03, 2013, in Best Blogs of the Week , tagged with , ,

This week’s posts include a great graphic related to the sequester along with two valuable posts

  • American Century – This post provides helpful insight into the investment process. We often hear FAs discuss the need/desire to understand how different PMs decide to buy/sell before selecting their fund for a specific investment style. This post answers the sell part of that question effectively.
  • Putnam – Step back from the ledge! This is a valuable graphic about sequestration.
  • Russell – I enjoy the conventional myth – contradictory facts paradigm. I’m thinking many FAs do as well and this post effective discusses the facts on taxes related to passive investing.

 

Best Blogs of the Week

Posted by Anu Heda on Feb 25, 2013, in Best Blogs of the Week , tagged with , , ,

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.

Improve Your Blog (5 of 5)

Posted by Anu Heda on Jan 15, 2013, in Thoughts , tagged with , ,

Titles sell blog posts. I’m impressed with how blog post titles have been improving in our industry. The most valuable blogs – ones that keep readers coming back frequently – include a good mix of titles.

Oversubscribed advisors, institutional investors and consultants appreciate titles such as:

  1. 3 Reasons to Consider Frontier Markets
  2. Tax predictions are hard – especially about the future…

Improve your blog with titles that (a) are short and (b)  provide incentive to read.

The first four installments in this series covered:

  1. Injecting personality
  2. Frequency
  3. Adding graphics
  4. Q&A