When an Innocuous Correction is the Start of a Sinister Bear Market
Geopolitics Update: Trade War, Tariffs & the Coming Tech Implosion
Beyond the FAANGs: Technology Stocks and Downside Protection
‘Simplification Day’ for Oil & Gas MLPs: What Investors Need to Know
S&P 500 Snapshot: Down 0.24% from Yesterday
ECRI Weekly Leading Index Update
The "Real" Goods on the April Durable Goods Data
Michigan Consumer Sentiment: May Final Slips Slightly
How a Pair of Hedge Fund Billionaires Bought the NBA’s Worst Team
Can the discipline required to invest in distressed assets be applied to purchasing the ultimate trophy asset – a professional sports franchise? Marc Lasry and Jamie Dinan found that it can, but only to a point, when they bought the NBA’s worst team.
A Bit About Bob
Our CEO is Robert Huebscher, but we know and love him as “Bob.” We would like you to get to know him, so this section is dedicated to updates and facts about Bob! Did you know that Bob went fly fishing this weekend?
Hotchkis & Wiley: Exploiting the Inefficiencies in Small-Cap Stocks
Judd Peters is a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX). Since its inception, the fund’s annualized return has been 9.45%, resulting in a 254 basis point outperformance versus Russell 2000 Value Index. The fund is rated five stars by Morningstar. I interviewed Judd last week.
How to Convert an Acquaintance to a Prospect without Being Awkward
When Clients Spend Themselves into Oblivion
How to Fire a Client
Five Ideas to Emphasize Your Humanness
Three Places to Get Your Content Published
Gundlach Defends Technical Analysis
A Strategic Income Fund that is Thriving in a Challenging Bond Market
The Future for Factor Investing May Be Different Than its Backtested Past
INVEST LIKE THE PROS: Using Liquidity Premiums to Drive Better Portfolio Outcomes
At a time of low expected returns, low current yields and economic uncertainty, individual investors are demanding new options. Recent advances in product design enable investors to access less liquid and illiquid institutional-caliber alternatives in a “user-friendly” format which preserves the integrity of the underlying strategy. These new product designs contrast mutual funds which may contain watered-down liquid versions of the original.
New thinking about liquidity, its role in a portfolio and improved access to a wide spectrum of alternatives enables investors to deploy less liquid strategies and capitalize on liquidity premiums.
Strategies for Targeting Organic Growth
Growing your business through practice acquisition is a good goal, but it's a long-term strategy that can take years to accomplish. How can you meet your growth objectives in the meantime? By focusing on these client-facing activities that are proven revenue drivers.
How Commonwealth’s Investment Research Team Can Make a Difference for You and Your Clients
Institutional-quality research for you and your clients. Guidance on investment management programs, equities, fixed income, and alternatives. A dedicated SRI/ESG resource. Direct access to our chief investment officer. That’s the value-add you get from Commonwealth Financial Network’s Investment Research team.
Managing the Impending Wealth Transfer – 3 Strategies to Take Now
Explore three critical strategies you can undertake now to increase your likelihood of retaining client assets when they change hands to the next gen.